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
$1.07B
AUM Growth
-$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$8.51M
3
+$6.56M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.79M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.26M

Top Sells

1
+$20.3M
2
+$4.8M
3
+$3.55M
4
NVDA icon
NVIDIA
NVDA
+$2.99M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.37M

Sector Composition

1 Technology 3.7%
2 Financials 0.44%
3 Consumer Discretionary 0.42%
4 Communication Services 0.3%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.21%
33,317
-3,283
52
$2M 0.19%
4,404
+692
53
$1.5M 0.14%
35,860
-780
54
$1.31M 0.12%
34,701
-399
55
$1.29M 0.12%
3,569
56
$1.27M 0.12%
21,555
+670
57
$1.25M 0.12%
60,511
-1,761
58
$1.22M 0.11%
6,212
-22
59
$1.16M 0.11%
25,098
+13,551
60
$1.13M 0.11%
5,163
-134
61
$1.1M 0.1%
17,617
62
$1.07M 0.1%
21,511
-2,170
63
$1.01M 0.09%
3,486
64
$999K 0.09%
23,853
+212
65
$942K 0.09%
17,596
+86
66
$909K 0.08%
5,113
67
$820K 0.08%
22,296
-2,878
68
$814K 0.08%
1,511
+730
69
$804K 0.08%
7,221
+1,198
70
$801K 0.07%
9,582
-263
71
$756K 0.07%
1,291
+168
72
$698K 0.07%
12,162
-262
73
$688K 0.06%
35,386
-2,113
74
$681K 0.06%
1
75
$676K 0.06%
1,180
1 2
3
4 5