RW
RVW Wealth Portfolio holdings
AUM
$1.18B
1-Year Return
11.94%
This Quarter Return
-0.36%
1 Year Return
+11.94%
3 Year Return
+48.06%
5 Year Return
+69.13%
10 Year Return
–
AUM
$1.07B
AUM Growth
-$4.61M
(-0.43%)
Cap. Flow
+$3.34M
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
50.32%
Holding
162
New
7
Increased
47
Reduced
62
Closed
18
Top Buys
| 1 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$17M |
| 2 |
Apple
AAPL
|
$8.51M |
| 3 |
Dimensional US Core Equity Market ETF
DFAU
|
$6.56M |
| 4 |
WisdomTree US Quality Growth Fund
QGRW
|
$2.79M |
| 5 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$2.26M |
Top Sells
| 1 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$20.3M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$4.8M |
| 3 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$3.55M |
| 4 |
NVIDIA
NVDA
|
$2.99M |
| 5 |
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% |
