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RW

RVW Wealth Portfolio holdings

AUM $1.28B
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$785M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$17.7M
3
+$16.5M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$11.6M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$10.9M

Top Sells

1
+$14.1M
2
+$12.5M
3
+$11.7M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$10.9M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$9.77M

Sector Composition

1 Technology 2.26%
2 Financials 0.47%
3 Consumer Discretionary 0.42%
4 Healthcare 0.4%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.2M 1.94%
622,508
+27,322
27
$12.6M 1.6%
96,686
+1,001
28
$9.33M 1.19%
221,249
-2,006
29
$8.7M 1.11%
103,402
-1,818
30
$7.7M 0.98%
153,948
-18,694
31
$7.68M 0.98%
103,898
-73,570
32
$6.82M 0.87%
332,891
-49,494
33
$6.46M 0.82%
45,755
-36
34
$5.55M 0.71%
20,824
-13,867
35
$5.24M 0.67%
57,244
+559
36
$4.77M 0.61%
+10,770
37
$3.99M 0.51%
42,123
+953
38
$3.53M 0.45%
18,480
-970
39
$3.24M 0.41%
83,326
40
$2.48M 0.32%
16,331
+2,875
41
$2.41M 0.31%
54,852
+34,226
42
$2.28M 0.29%
58,381
-6,722
43
$2.17M 0.28%
5,579
+20
44
$2.16M 0.28%
48,460
-4,415
45
$2.07M 0.26%
60,074
+158
46
$2.01M 0.26%
134,421
-1,497
47
$1.97M 0.25%
59,873
-133,143
48
$1.91M 0.24%
91,070
-20,322
49
$1.91M 0.24%
94,841
-487,473
50
$1.82M 0.23%
7,602
+1,219
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