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
$713M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.71M
3
+$7.89M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$5.99M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$5.23M

Top Sells

1
+$9.63M
2
+$7.87M
3
+$6.15M
4
OGIG icon
ALPS O'Shares Global Internet Giants ETF
OGIG
+$3.91M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.77M

Sector Composition

1 Technology 2.49%
2 Consumer Discretionary 0.81%
3 Financials 0.34%
4 Healthcare 0.3%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.33M 0.33%
111,392
+1,168
52
$2.25M 0.32%
19,943
-520
53
$2.2M 0.31%
10,294
-600
54
$2.15M 0.3%
5,559
55
$2.01M 0.28%
+59,916
56
$2.01M 0.28%
85,713
-8,384
57
$1.9M 0.27%
135,918
+2,292
58
$1.82M 0.26%
13,456
-1,653
59
$1.8M 0.25%
35,921
+1,805
60
$1.54M 0.22%
12,509
-1,568
61
$1.54M 0.22%
69,480
-4,137
62
$1.49M 0.21%
6,383
+168
63
$1.41M 0.2%
27,535
64
$1.35M 0.19%
12,717
65
$1.34M 0.19%
40,256
-20
66
$1.3M 0.18%
28,409
-172
67
$1.3M 0.18%
63,202
+695
68
$1.26M 0.18%
14,695
+34
69
$1.15M 0.16%
+51,030
70
$1.13M 0.16%
31,362
71
$1.11M 0.16%
28,499
-18,617
72
$1.07M 0.15%
22,610
+8
73
$991K 0.14%
22,540
-1,153
74
$976K 0.14%
3,657
-5
75
$946K 0.13%
+27,686
1 2
3
4 5