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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
$420M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.86M
3
+$1.55M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.35M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.33M

Top Sells

1
+$5.39M
2
+$1.35M
3
+$395K
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$373K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$301K

Sector Composition

1 Technology 1.37%
2 Communication Services 0.42%
3 Healthcare 0.41%
4 Financials 0.22%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$404K 0.1%
10,540
52
$373K 0.09%
10,150
+40
53
$316K 0.08%
17,440
-4,439
54
$303K 0.07%
9,743
+67
55
$261K 0.06%
2,265
+229
56
$247K 0.06%
9,406
57
$232K 0.06%
6,064
58
$230K 0.05%
3,451
59
$224K 0.05%
+1,673
60
$224K 0.05%
3,633
61
$178K 0.04%
1,908
62
$48K 0.01%
+1,000
63
– –
-1
64
– –
-20,736
65
– –
-3,420
66
– –
-29,988
67
– –
-4,811
1 2
3