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
$1.08B
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$2.8M
3
+$2.76M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.55M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.47M

Top Sells

1
+$2.67M
2
+$2.09M
3
+$1.25M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$910K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$702K

Sector Composition

1 Technology 3%
2 Financials 0.4%
3 Healthcare 0.35%
4 Consumer Discretionary 0.3%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.46M 0.23%
36,600
-1,590
52
$2.3M 0.21%
16,936
+36
53
$2.04M 0.19%
7,813
+1
54
$1.71M 0.16%
3,712
-221
55
$1.6M 0.15%
68,137
+52,666
56
$1.55M 0.14%
36,640
-1,996
57
$1.44M 0.13%
35,100
-636
58
$1.35M 0.13%
20,885
-527
59
$1.29M 0.12%
3,569
60
$1.29M 0.12%
62,272
-2,016
61
$1.23M 0.11%
6,234
-343
62
$1.19M 0.11%
23,681
+2,261
63
$1.1M 0.1%
17,617
64
$1.05M 0.1%
17,510
+4
65
$1.01M 0.09%
23,641
+3
66
$1.01M 0.09%
5,113
-100
67
$987K 0.09%
5,297
+633
68
$965K 0.09%
3,486
69
$948K 0.09%
25,174
70
$789K 0.07%
11,681
+6
71
$788K 0.07%
9,845
-50
72
$783K 0.07%
12,424
73
$767K 0.07%
18,404
-190
74
$740K 0.07%
11,806
-2
75
$733K 0.07%
37,499
-1,624
1 2
3
4 5