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
$1.06B
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$46.3M
3
+$21.5M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$12.6M
5
IYW icon
iShares US Technology ETF
IYW
+$10.2M

Top Sells

1
+$28.5M
2
+$19.3M
3
+$15.8M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$13.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.1M

Sector Composition

1 Technology 3.6%
2 Financials 0.99%
3 Communication Services 0.46%
4 Consumer Discretionary 0.41%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.05%
142,613
-5,875
27
$10.7M 1.01%
76,025
+72,612
28
$10.4M 0.98%
78,536
-119,680
29
$9.75M 0.92%
20,787
+64
30
$8.16M 0.77%
200,168
-48,537
31
$7.48M 0.7%
43,200
-539
32
$6.96M 0.66%
69,200
-3,608
33
$6.15M 0.58%
88,014
-1,607
34
$5.71M 0.54%
20,781
-1,459
35
$5.68M 0.53%
69,523
-51,307
36
$5.27M 0.5%
188,493
-467,273
37
$4.74M 0.45%
88,431
-38,874
38
$4.53M 0.43%
45,567
-4,474
39
$3.73M 0.35%
34,378
+8,606
40
$3.38M 0.32%
6,337
+1,933
41
$3.36M 0.32%
38,495
-221,424
42
$3.03M 0.29%
8,184
-213
43
$2.92M 0.28%
135,798
+7,017
44
$2.82M 0.27%
4,601
-959
45
$2.63M 0.25%
45,380
-2,271
46
$2.6M 0.24%
12,580
-817
47
$2.41M 0.23%
6,429
-325
48
$2.38M 0.22%
22,807
-6,954
49
$2.3M 0.22%
4,316
-1,509
50
$2.18M 0.21%
16,263
-519
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