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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
$766M
AUM Growth
+$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.01M
3
+$5.96M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.32M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.84M

Top Sells

1
+$10.1M
2
+$9.32M
3
+$5.65M
4
INTU icon
Intuit
INTU
+$2M
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$1.03M

Sector Composition

1 Technology 1.57%
2 Communication Services 1.04%
3 Financials 0.65%
4 Consumer Discretionary 0.52%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.26%
30,976
52
$2M 0.26%
29,386
-2
53
$2M 0.26%
79,391
-275
54
$2M 0.26%
90,349
-359
55
$1M 0.13%
4,956
56
$1M 0.13%
+4,000
57
$1M 0.13%
3,249
+283
58
$1M 0.13%
+12,941
59
$1M 0.13%
+3,700
60
$1M 0.13%
+932
61
$1M 0.13%
3,967
-353
62
$1M 0.13%
1
63
$1M 0.13%
3,292
-9
64
$1M 0.13%
48,336
-1,457
65
$1M 0.13%
20,000
66
$1M 0.13%
9,124
67
$1M 0.13%
10,919
68
$1M 0.13%
7,124
-87
69
$1M 0.13%
9,134
-224,870
70
$1M 0.13%
19,072
71
$1M 0.13%
12,337
+2,150
72
$1M 0.13%
27,167
+539
73
$1M 0.13%
4,060
74
$1M 0.13%
19,624
+5,378
75
$1M 0.13%
48,507
+13,374
1 2
3
4 5