RW
RVW Wealth Portfolio holdings
AUM
$1.18B
This Quarter Return
-1.05%
1 Year Return
+11.94%
3 Year Return
+48.06%
5 Year Return
+69.13%
10 Year Return
–
AUM
$832M
AUM Growth
+$832M
(+4%)
Cap. Flow
+$35.9M
Cap. Flow
% of AUM
4.31%
Top 10 Holdings %
Top 10 Hldgs %
39.66%
Holding
132
New
24
Increased
53
Reduced
30
Closed
7
Top Buys
| 1 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$6.76M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.13M |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$2.04M |
| 4 |
Moderna
MRNA
|
$2M |
| 5 |
Avantis US Equity ETF
AVUS
|
$1.71M |
Top Sells
Sector Composition
| 1 | Technology | 1.8% |
| 2 | Communication Services | 0.72% |
| 3 | Consumer Discretionary | 0.6% |
| 4 | Healthcare | 0.36% |
| 5 | Financials | 0.24% |
