RW

RVW Wealth Portfolio holdings

AUM $1.31B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.85M
3
+$5.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.71M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.87M

Top Sells

1
+$51.2M
2
+$6.64M
3
+$6.11M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.39M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.67M

Sector Composition

1 Technology 3.27%
2 Financials 0.96%
3 Communication Services 0.55%
4 Consumer Discretionary 0.41%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 1.13%
141,133
-1,480
27
$11.5M 0.98%
20,848
+61
28
$10.8M 0.92%
68,521
-10,015
29
$7.96M 0.68%
186,840
-13,328
30
$7.79M 0.66%
42,874
-326
31
$7.24M 0.61%
23,809
+3,028
32
$7.07M 0.6%
68,206
-994
33
$6.67M 0.57%
121,091
-120,446
34
$6.54M 0.56%
88,323
+309
35
$5.49M 0.47%
61,550
-7,973
36
$5.17M 0.44%
+144,186
37
$4.92M 0.42%
31,166
-3,212
38
$4.65M 0.4%
82,782
-5,649
39
$4.65M 0.39%
44,592
-975
40
$4.32M 0.37%
163,055
-25,438
41
$3.94M 0.33%
61,693
+58,049
42
$3.62M 0.31%
4,597
-4
43
$3.52M 0.3%
8,019
-165
44
$3.22M 0.27%
135,216
-582
45
$3.19M 0.27%
25,160
46
$3.03M 0.26%
6,234
-103
47
$2.89M 0.25%
45,015
-365
48
$2.81M 0.24%
+80,040
49
$2.6M 0.22%
5,227
-1,202
50
$2.44M 0.21%
22,370
-437
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