RW

RVW Wealth Portfolio holdings

AUM $1.28B
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$895M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$11.3M
3
+$7.85M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$5.42M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.34M

Top Sells

1
+$16M
2
+$15M
3
+$11.7M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.96M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3M

Sector Composition

1 Technology 1.98%
2 Consumer Discretionary 0.87%
3 Communication Services 0.63%
4 Financials 0.46%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.9M 1.77%
83,194
+1,444
27
$13.6M 1.52%
230,223
-23,416
28
$13.1M 1.47%
271,904
-309,633
29
$11.6M 1.3%
279,877
-95,488
30
$10.1M 1.13%
106,187
-3,568
31
$9.12M 1.02%
308,288
+265,416
32
$8.18M 0.91%
20,548
+394
33
$8.16M 0.91%
161,864
+85,949
34
$7.6M 0.85%
57,589
-1,367
35
$7.45M 0.83%
45,783
+406
36
$6.97M 0.78%
110,150
+84,325
37
$5.42M 0.61%
+256,348
38
$4.68M 0.52%
19,373
+141
39
$4.46M 0.5%
88,246
-231,258
40
$4.37M 0.49%
204,373
+13,389
41
$4.1M 0.46%
35,838
+2,109
42
$3.69M 0.41%
10,470
+2,694
43
$3.51M 0.39%
21,040
+600
44
$3.45M 0.39%
22,248
+812
45
$3.1M 0.35%
77,034
+5,498
46
$3.04M 0.34%
65,229
-5,469
47
$2.87M 0.32%
131,276
+51,481
48
$2.62M 0.29%
101,548
-507
49
$2.56M 0.29%
117,115
+68,580
50
$2.54M 0.28%
118,437
+30,590
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