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
$895M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$11.3M
3
+$7.85M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$5.42M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.34M

Top Sells

1
+$16M
2
+$15M
3
+$11.7M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.96M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3M

Sector Composition

1 Technology 1.98%
2 Consumer Discretionary 0.87%
3 Communication Services 0.63%
4 Financials 0.46%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.27%
128,004
-4,932
52
$2.38M 0.27%
52,069
+15,016
53
$2.33M 0.26%
47,657
+3,824
54
$2.01M 0.22%
78,607
+20,292
55
$1.94M 0.22%
40,530
+4,282
56
$1.75M 0.2%
27,551
-502
57
$1.65M 0.18%
14,238
+750
58
$1.62M 0.18%
31,303
59
$1.58M 0.18%
12,717
+115
60
$1.53M 0.17%
22,602
-8
61
$1.45M 0.16%
40,256
+16
62
$1.4M 0.16%
24,834
-2,055
63
$1.25M 0.14%
20,647
+547
64
$1.24M 0.14%
+35,589
65
$1.17M 0.13%
24,463
66
$1.07M 0.12%
3,176
-3,234
67
$1.04M 0.12%
23,017
-8,156
68
$1.03M 0.11%
68,466
-3,773
69
$981K 0.11%
3,281
+18
70
$910K 0.1%
7,040
71
$864K 0.1%
1,820
+976
72
$861K 0.1%
14,290
+2,370
73
$840K 0.09%
6,205
+1,198
74
$764K 0.09%
18,196
+2,326
75
$762K 0.09%
9,189
+48
1 2
3
4 5