RW
RVW Wealth Portfolio holdings
AUM
$1.18B
This Quarter Return
+9.94%
1 Year Return
+11.94%
3 Year Return
+48.06%
5 Year Return
+69.13%
10 Year Return
–
AUM
$392M
AUM Growth
–
Cap. Flow
+$392M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.76%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.31% |
| 2 | Communication Services | 0.47% |
| 3 | Healthcare | 0.4% |
| 4 | Financials | 0.35% |
| 5 | Consumer Discretionary | 0.17% |
