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

Top Buys

1
+$13M
2
+$8.09M
3
+$6.13M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.39M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.83M

Top Sells

1
+$32.7M
2
+$24.6M
3
+$10.9M
4
INTU icon
Intuit
INTU
+$2M
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$1.36M

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%
3,292
-9
56
$1M 0.13%
4,674
-26
57
$1M 0.13%
6,935
58
$1M 0.13%
30,506
+7,859
59
$1M 0.13%
1,876
-7
60
$1M 0.13%
5,044
-164,825
61
$1M 0.13%
2,100
-89
62
$1M 0.13%
2,807
+393
63
$1M 0.13%
12,040
+1,000
64
$1M 0.13%
+6,207
65
$1M 0.13%
4,956
66
$1M 0.13%
+4,000
67
$1M 0.13%
3,249
+283
68
$1M 0.13%
+12,941
69
$1M 0.13%
+3,700
70
$1M 0.13%
+932
71
$1M 0.13%
3,967
-353
72
$1M 0.13%
1
73
$1M 0.13%
48,336
-1,457
74
$1M 0.13%
20,000
75
$1M 0.13%
9,124
1 2
3
4 5