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
$1.06B
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$46.3M
3
+$21.5M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$12.6M
5
IYW icon
iShares US Technology ETF
IYW
+$10.2M

Top Sells

1
+$28.5M
2
+$19.3M
3
+$15.8M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$13.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.1M

Sector Composition

1 Technology 3.6%
2 Financials 0.99%
3 Communication Services 0.46%
4 Consumer Discretionary 0.41%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.2%
32,626
-691
52
$1.94M 0.18%
7,494
-401
53
$1.62M 0.15%
4,631
+3,792
54
$1.6M 0.15%
2
+1
55
$1.58M 0.15%
16,008
+8,787
56
$1.56M 0.15%
8,193
+3,030
57
$1.33M 0.13%
3,571
+2
58
$1.33M 0.13%
1,404
+698
59
$1.22M 0.11%
6,272
+60
60
$1.16M 0.11%
7,419
+5,548
61
$1.15M 0.11%
5,483
+370
62
$1.15M 0.11%
55,525
-4,986
63
$1.08M 0.1%
18,028
-3,527
64
$1.08M 0.1%
24,265
-50,212
65
$1.05M 0.1%
17,558
-59
66
$992K 0.09%
8,343
+3,026
67
$978K 0.09%
3,988
+2,523
68
$944K 0.09%
3,486
69
$915K 0.09%
1,780
+269
70
$813K 0.08%
14,233
-3,363
71
$805K 0.08%
1,397
+106
72
$787K 0.07%
9,582
73
$774K 0.07%
21,037
-1,259
74
$725K 0.07%
18,921
-4,932
75
$711K 0.07%
14,402
-7,109
1 2
3
4 5