RW

RVW Wealth Portfolio holdings

AUM $1.31B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.85M
3
+$5.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.71M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.87M

Top Sells

1
+$51.2M
2
+$6.64M
3
+$6.11M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.39M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.67M

Sector Composition

1 Technology 3.27%
2 Financials 0.96%
3 Communication Services 0.55%
4 Consumer Discretionary 0.41%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.2%
7,534
+40
52
$2.38M 0.2%
16,211
-52
53
$2.35M 0.2%
4,154
-162
54
$2.34M 0.2%
32,848
+222
55
$2.22M 0.19%
17,865
+1,857
56
$1.83M 0.16%
20,117
-18,378
57
$1.74M 0.15%
7,947
-246
58
$1.54M 0.13%
4,331
-300
59
$1.46M 0.12%
2
60
$1.41M 0.12%
3,571
61
$1.37M 0.12%
4,715
+727
62
$1.34M 0.11%
7,556
+137
63
$1.29M 0.11%
62,235
+6,710
64
$1.28M 0.11%
6,272
65
$1.23M 0.1%
1,247
-157
66
$1.21M 0.1%
2,136
+356
67
$1.12M 0.09%
6,010
+527
68
$1.11M 0.09%
16,180
-1,848
69
$1.06M 0.09%
3,486
70
$1.04M 0.09%
1,406
+9
71
$1.01M 0.09%
16,313
-1,245
72
$996K 0.08%
7,440
-80
73
$984K 0.08%
22,017
-2,248
74
$893K 0.08%
13,919
-314
75
$878K 0.07%
1,240
-6
1 2
3
4 5