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
$832M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.13M
3
+$2.04M
4
MRNA icon
Moderna
MRNA
+$2M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.71M

Top Sells

1
+$2.88M
2
+$601K
3
+$521K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$407K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$305K

Sector Composition

1 Technology 1.8%
2 Communication Services 0.72%
3 Consumer Discretionary 0.6%
4 Healthcare 0.36%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.24%
37,053
+12,293
52
$2M 0.24%
7,776
+6
53
$2M 0.24%
28,053
-57
54
$2M 0.24%
79,795
+757
55
$2M 0.24%
87,847
-2,151
56
$1M 0.12%
+7,617
57
$1M 0.12%
+42,872
58
$1M 0.12%
+27,749
59
$1M 0.12%
5,007
+51
60
$1M 0.12%
3,263
-11
61
$1M 0.12%
48,535
+483
62
$1M 0.12%
20,100
63
$1M 0.12%
9,141
+17
64
$1M 0.12%
12,151
+1,106
65
$1M 0.12%
13,488
-3,603
66
$1M 0.12%
26,889
-3,020
67
$1M 0.12%
19,646
+2,873
68
$1M 0.12%
24,463
-2,507
69
$1M 0.12%
19,573
+1,328
70
$1M 0.12%
8,581
+3,227
71
$1M 0.12%
58,315
+16,027
72
$1M 0.12%
40,240
73
$1M 0.12%
2,039
-19
74
$1M 0.12%
11,920
-120
75
$1M 0.12%
15,870
-2,919
1 2
3
4 5