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
$392M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$31.3M
3
+$20M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$19.6M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$18.1M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$395K 0.1%
+20,736
52
$391K 0.1%
+21,879
53
$385K 0.1%
+10,540
54
$360K 0.09%
+10,110
55
$301K 0.08%
+1
56
$289K 0.07%
+9,676
57
$283K 0.07%
+1,908
58
$248K 0.06%
+9,406
59
$223K 0.06%
+6,064
60
$223K 0.06%
+2,036
61
$222K 0.06%
+3,451
62
$214K 0.05%
+3,633
63
$206K 0.05%
+4,811
64
$201K 0.05%
+3,420
1 2
3