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
$785M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$17.6M
3
+$16.6M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$11.9M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$11M

Top Sells

1
+$14.1M
2
+$12.4M
3
+$11.7M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$10.9M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$9.82M

Sector Composition

1 Technology 2.26%
2 Financials 0.47%
3 Consumer Discretionary 0.42%
4 Healthcare 0.4%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.22%
34,621
-1,300
52
$1.73M 0.22%
20,567
+624
53
$1.64M 0.21%
40,403
+147
54
$1.56M 0.2%
27,297
-238
55
$1.52M 0.19%
12,845
+128
56
$1.52M 0.19%
30,078
+1,669
57
$1.51M 0.19%
7,030
+5,468
58
$1.48M 0.19%
29,942
-126,342
59
$1.46M 0.19%
+65,373
60
$1.43M 0.18%
+55,048
61
$1.41M 0.18%
+38,683
62
$1.36M 0.17%
14,810
+115
63
$1.28M 0.16%
+8,433
64
$1.26M 0.16%
52,429
+1,399
65
$1.2M 0.15%
3,892
+235
66
$1.19M 0.15%
29,846
+1,347
67
$1.17M 0.15%
80,000
+4,540
68
$1.17M 0.15%
31,575
+213
69
$1.12M 0.14%
22,571
-39
70
$1.11M 0.14%
25,411
+1,268
71
$1.11M 0.14%
58,801
-577,009
72
$1.1M 0.14%
8,931
-3,378
73
$1.06M 0.13%
21,763
-777
74
$1.05M 0.13%
6,509
+310
75
$1.03M 0.13%
20,501
-42,990
1 2
3
4 5