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
$592M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$3.8M
3
+$3M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$2.22M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.78M

Top Sells

1
+$8.66M
2
+$2.13M
3
+$613K
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$576K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$456K

Sector Composition

1 Technology 1.92%
2 Consumer Staples 0.71%
3 Financials 0.49%
4 Industrials 0.47%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.23%
8,720
-580
52
$1.36M 0.23%
26,210
-116
53
$1.35M 0.23%
30,937
-4,675
54
$1.35M 0.23%
28,960
-4,754
55
$1.34M 0.23%
38,043
-6,146
56
$1.22M 0.21%
26,559
-4,688
57
$1.22M 0.21%
29,450
-5,674
58
$1.18M 0.2%
52,708
-11,674
59
$1.11M 0.19%
7,755
+1,185
60
$987K 0.17%
66,999
61
$973K 0.16%
45,840
-10,430
62
$899K 0.15%
33,508
+14,239
63
$874K 0.15%
6,911
-6
64
$847K 0.14%
6,823
-876
65
$800K 0.14%
15,862
+1,121
66
$744K 0.13%
3,569
67
$727K 0.12%
14,540
68
$691K 0.12%
8,489
+4,983
69
$640K 0.11%
+8,890
70
$628K 0.11%
2,951
-1,760
71
$627K 0.11%
9,095
+6
72
$583K 0.1%
30,388
73
$566K 0.1%
2,160
-54
74
$485K 0.08%
10,280
+1,238
75
$434K 0.07%
4,956
1 2
3
4