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
$747M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.92M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$7.73M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.57M

Top Sells

1
+$13.8M
2
+$10.7M
3
+$9.09M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.23M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$4.18M

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 0.69%
3 Financials 0.4%
4 Communication Services 0.33%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.29%
20,463
-197
52
$2.17M 0.29%
15,109
+11,820
53
$2.14M 0.29%
+5,559
54
$2.12M 0.28%
+65,201
55
$1.97M 0.26%
133,626
+5,337
56
$1.9M 0.25%
47,116
-886
57
$1.86M 0.25%
+14,077
58
$1.76M 0.24%
+73,617
59
$1.71M 0.23%
83,688
+3,438
60
$1.71M 0.23%
34,116
-50,339
61
$1.66M 0.22%
42,391
+1,104
62
$1.6M 0.21%
6,215
+2,437
63
$1.54M 0.21%
40,276
+20
64
$1.49M 0.2%
28,581
-64,399
65
$1.46M 0.2%
27,535
-16
66
$1.38M 0.18%
12,717
-25
67
$1.33M 0.18%
62,507
-6,133
68
$1.32M 0.18%
13,978
-4,520
69
$1.31M 0.18%
14,661
+59
70
$1.28M 0.17%
31,362
71
$1.21M 0.16%
22,602
72
$1.16M 0.16%
24,441
+13,396
73
$1.09M 0.15%
23,693
-1,141
74
$1.01M 0.13%
22,791
-226
75
$1M 0.13%
3,662
+24
1 2
3
4 5