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
$1.07B
AUM Growth
-$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$8.51M
3
+$6.56M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.79M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.26M

Top Sells

1
+$20.3M
2
+$4.8M
3
+$3.55M
4
NVDA icon
NVIDIA
NVDA
+$2.99M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.37M

Sector Composition

1 Technology 3.7%
2 Financials 0.44%
3 Consumer Discretionary 0.42%
4 Communication Services 0.3%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.9M 1.48%
210,382
-9,097
27
$12.7M 1.19%
148,488
-7,077
28
$11.2M 1.04%
248,705
-8,094
29
$10.6M 0.99%
20,723
-496
30
$9.2M 0.86%
120,830
-1,172
31
$7.66M 0.72%
43,739
32
$7.46M 0.7%
72,808
-564
33
$6.83M 0.64%
127,305
-15,839
34
$6.45M 0.6%
22,240
-579
35
$6.29M 0.59%
89,621
-1,891
36
$6.08M 0.57%
63,953
+19,016
37
$5.94M 0.55%
174,106
+57,149
38
$4.9M 0.46%
50,041
-1,513
39
$3.49M 0.33%
5,560
+1
40
$3.46M 0.32%
25,772
-22,233
41
$3.45M 0.32%
8,397
-52
42
$3.43M 0.32%
29,761
-1,008
43
$3.32M 0.31%
5,825
-478
44
$3.25M 0.3%
74,477
-6,282
45
$3.19M 0.3%
7,895
+82
46
$3.12M 0.29%
13,397
47
$2.92M 0.27%
128,781
+138
48
$2.88M 0.27%
47,651
-280
49
$2.85M 0.27%
6,754
+81
50
$2.31M 0.22%
16,782
-154
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2
3 4 5