RW

RVW Wealth Portfolio holdings

AUM $1.18B
1-Year Est. Return 11.94%
This Quarter Est. Return
1 Year Est. Return
+11.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$973M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$2.8M
3
+$2.51M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.21M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.1M

Top Sells

1
+$4.63M
2
+$2.32M
3
+$1.48M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.36M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.33M

Sector Composition

1 Technology 2.54%
2 Financials 0.34%
3 Healthcare 0.33%
4 Communication Services 0.27%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.17%
4,005
+313
52
$1.52M 0.16%
39,325
-2,252
53
$1.4M 0.14%
7,941
-27
54
$1.39M 0.14%
67,923
-7,103
55
$1.37M 0.14%
28,786
-2,784
56
$1.3M 0.13%
22,364
-802
57
$1.28M 0.13%
3,569
-31
58
$1.22M 0.13%
3,536
-184
59
$1.18M 0.12%
19,265
-1,089
60
$1.17M 0.12%
6,385
-6,170
61
$1.14M 0.12%
47,128
-2,578
62
$1.13M 0.12%
24,534
-3,944
63
$1.12M 0.11%
28,240
-496
64
$1.09M 0.11%
20,308
-423
65
$1.04M 0.11%
23,479
-1,771
66
$1.04M 0.11%
28,407
-3,098
67
$987K 0.1%
17,528
-220
68
$978K 0.1%
23,522
+176
69
$977K 0.1%
7,983
+1,077
70
$931K 0.1%
5,113
+10
71
$889K 0.09%
46,283
-4,974
72
$885K 0.09%
13,878
-72
73
$874K 0.09%
21,254
-374
74
$830K 0.09%
4,604
+806
75
$782K 0.08%
15,498
-793
1 2
3
4 5