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
$1.28B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.89M
3
+$2.11M
4
NVDA icon
NVIDIA
NVDA
+$1.97M
5
AAPL icon
Apple
AAPL
+$1.74M

Top Sells

1
+$3.78M
2
+$489K
3
+$484K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$441K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$384K

Sector Composition

1 Technology 3.93%
2 Financials 0.98%
3 Communication Services 0.52%
4 Consumer Discretionary 0.48%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.9M 1.09%
149,018
-665
27
$12.7M 0.99%
21,079
+231
28
$11.5M 0.89%
68,182
-339
29
$8.96M 0.7%
246,829
+166,789
30
$8.64M 0.67%
186,617
-223
31
$8.13M 0.63%
42,874
32
$7.92M 0.62%
42,458
+11,292
33
$7.82M 0.61%
23,821
+12
34
$7.28M 0.57%
67,171
-1,035
35
$7.06M 0.55%
88,307
-16
36
$6.88M 0.54%
119,764
-1,327
37
$5.51M 0.43%
142,899
-1,287
38
$5.47M 0.43%
58,866
-2,684
39
$4.87M 0.38%
44,031
-561
40
$4.69M 0.37%
80,673
-2,109
41
$4.24M 0.33%
155,239
-7,816
42
$4.15M 0.32%
60,921
-772
43
$3.84M 0.3%
8,003
-16
44
$3.55M 0.28%
25,162
+2
45
$3.48M 0.27%
135,286
+70
46
$3.37M 0.26%
7,582
+48
47
$3.14M 0.25%
4,597
48
$3.12M 0.24%
6,212
-22
49
$3.11M 0.24%
44,983
-32
50
$2.67M 0.21%
22,492
+122
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