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
$682M
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$4.05M
3
+$1.86M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.69M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.46M

Top Sells

1
+$13.1M
2
+$6.41M
3
+$4.82M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.02M
5
KHC icon
Kraft Heinz
KHC
+$2.5M

Sector Composition

1 Technology 1.91%
2 Communication Services 0.73%
3 Financials 0.59%
4 Consumer Discretionary 0.59%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.29%
90,708
-4,683
52
$1M 0.15%
6,935
53
$1M 0.15%
+22,647
54
$1M 0.15%
1,883
55
$1M 0.15%
40,000
-100,000
56
$1M 0.15%
2,189
+29
57
$1M 0.15%
2,414
+1,195
58
$1M 0.15%
11,040
-3,500
59
$1M 0.15%
+6,664
60
$1M 0.15%
+9,321
61
$1M 0.15%
16,168
+6,154
62
$1M 0.15%
28,657
63
$1M 0.15%
+22,201
64
$1M 0.15%
66,999
65
$1M 0.15%
1,620
+550
66
$1M 0.15%
+2,992
67
$1M 0.15%
36,782
-8,679
68
$1M 0.15%
+8,799
69
$1M 0.15%
6,911
70
$1M 0.15%
30,976
+39
71
$1M 0.15%
12,698
-3,164
72
$1M 0.15%
2,551
73
$1M 0.15%
4,956
74
$1M 0.15%
2,966
-50
75
$1M 0.15%
4,320
-783
1 2
3
4 5