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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
$1.08B
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$2.7M
3
+$2.67M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.53M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.38M

Top Sells

1
+$2.66M
2
+$2.02M
3
+$1.22M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$872K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$700K

Sector Composition

1 Technology 3%
2 Financials 0.4%
3 Healthcare 0.35%
4 Consumer Discretionary 0.3%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17M 1.58%
79,923
-1,799
27
$12.9M 1.19%
155,565
-1,632
28
$11.7M 1.09%
256,799
-6,770
29
$10.4M 0.96%
21,219
-10
30
$10.3M 0.95%
122,002
-5,494
31
$7.84M 0.73%
143,144
-3,924
32
$7.84M 0.73%
43,739
+1
33
$7.71M 0.72%
73,372
-1,173
34
$6.54M 0.61%
91,512
-1,534
35
$6.46M 0.6%
22,819
+731
36
$5.83M 0.54%
48,005
+3,924
37
$5.06M 0.47%
51,554
-2,505
38
$4.8M 0.45%
94,533
-13,833
39
$4.07M 0.38%
44,937
+30,489
40
$3.89M 0.36%
116,957
+84,153
41
$3.67M 0.34%
80,759
-3,925
42
$3.6M 0.33%
30,769
-350
43
$3.59M 0.33%
6,303
-392
44
$3.55M 0.33%
167,889
-15,309
45
$3.45M 0.32%
5,559
46
$3.24M 0.3%
50,694
-48
47
$3.02M 0.28%
26,794
48
$2.87M 0.27%
6,673
-123
49
$2.85M 0.27%
128,643
+111
50
$2.82M 0.26%
47,931
-10
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