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
$457M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$2.65M
3
+$2M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.15M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.11M

Top Sells

1
+$6.6M
2
+$5.01M
3
+$4.88M
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.99M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$316K

Sector Composition

1 Technology 1.83%
2 Communication Services 0.44%
3 Healthcare 0.39%
4 Financials 0.3%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$857K 0.19%
24,376
-811
52
$814K 0.18%
6,986
53
$788K 0.17%
5,451
+339
54
$749K 0.16%
3,569
55
$710K 0.16%
7,680
-120
56
$656K 0.14%
20,124
-192
57
$624K 0.14%
24,398
+650
58
$575K 0.13%
7,800
+57
59
$531K 0.12%
2,586
-45
60
$489K 0.11%
15,920
61
$443K 0.1%
10,540
62
$434K 0.09%
11,859
+114
63
$407K 0.09%
3,206
64
$375K 0.08%
7,924
65
$355K 0.08%
9,889
+3
66
$340K 0.07%
1
67
$337K 0.07%
17,725
+285
68
$327K 0.07%
10,110
69
$273K 0.06%
1,528
+5
70
$259K 0.06%
6,158
+94
71
$254K 0.06%
2,036
72
$214K 0.05%
3,200
-420
73
$205K 0.04%
+633
74
$202K 0.04%
+3,368
75
$138K 0.03%
1,908
1 2
3
4