RW

RVW Wealth Portfolio holdings

AUM $1.18B
1-Year Est. Return 11.94%
This Quarter Est. Return
1 Year Est. Return
+11.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
+$737K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.59M
3
+$3.39M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$3.23M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.09M

Top Sells

1
+$7.45M
2
+$4.01M
3
+$2.9M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$2.69M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$1.91M

Sector Composition

1 Technology 1.27%
2 Communication Services 0.44%
3 Healthcare 0.41%
4 Financials 0.29%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$677K 0.16%
7,800
+100
52
$666K 0.16%
5,112
+52
53
$663K 0.16%
12,643
54
$646K 0.15%
13,386
55
$631K 0.15%
+20,316
56
$605K 0.14%
23,748
+1,296
57
$568K 0.14%
21,962
+1,270
58
$521K 0.12%
+7,743
59
$471K 0.11%
+15,920
60
$469K 0.11%
2,631
+32
61
$409K 0.1%
+20,736
62
$404K 0.1%
10,540
63
$394K 0.09%
+11,745
64
$375K 0.09%
+3,206
65
$342K 0.08%
+7,924
66
$319K 0.08%
17,440
67
$316K 0.08%
3,929
-1,400
68
$315K 0.07%
9,886
+143
69
$312K 0.07%
+1
70
$271K 0.06%
1,011
-4
71
$251K 0.06%
+1,523
72
$246K 0.06%
1,766
+93
73
$243K 0.06%
2,036
-229
74
$237K 0.06%
6,064
75
$233K 0.06%
3,633
1 2
3
4