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
$713M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.71M
3
+$7.89M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$5.99M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$5.23M

Top Sells

1
+$9.63M
2
+$7.87M
3
+$6.15M
4
OGIG icon
ALPS O'Shares Global Internet Giants ETF
OGIG
+$3.91M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.77M

Sector Composition

1 Technology 2.49%
2 Consumer Discretionary 0.81%
3 Financials 0.34%
4 Healthcare 0.3%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.63%
582,314
+436,637
27
$10.2M 1.42%
420,905
-399,223
28
$10.1M 1.41%
400,399
+93,892
29
$9.27M 1.3%
34,691
+2,629
30
$8.63M 1.21%
172,642
+4,973
31
$8.45M 1.19%
223,255
-17,955
32
$8.04M 1.13%
105,220
-93
33
$8.01M 1.12%
346,882
-9,168
34
$7.8M 1.09%
382,385
+256,603
35
$6.69M 0.94%
156,284
-29,568
36
$5.99M 0.84%
193,016
-16,916
37
$5.83M 0.82%
45,791
+2
38
$5.45M 0.77%
196,330
-283,291
39
$5.43M 0.76%
155,682
-8,110
40
$4.92M 0.69%
56,685
+223
41
$3.59M 0.5%
41,170
+3,035
42
$3.49M 0.49%
19,450
-270
43
$3.42M 0.48%
+34,338
44
$3.27M 0.46%
12,309
+54
45
$3.21M 0.45%
159,810
+124,414
46
$3.1M 0.43%
146,236
-14,619
47
$2.82M 0.4%
63,491
+39,050
48
$2.66M 0.37%
83,326
-4,275
49
$2.36M 0.33%
65,103
+76
50
$2.33M 0.33%
52,875
+31,051
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