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
$1.18B
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
TSLA icon
51
Tesla
TSLA
$1.35T
$2.39M 0.2%
7,534
+40
ESG icon
52
FlexShares STOXX US ESG Select Index Fund
ESG
$132M
$2.38M 0.2%
16,211
-52
MDY icon
53
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$2.35M 0.2%
4,154
-162
SPHQ icon
54
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$2.34M 0.2%
32,848
+222
DIS icon
55
Walt Disney
DIS
$190B
$2.22M 0.19%
17,865
+1,857
AVUV icon
56
Avantis US Small Cap Value ETF
AVUV
$18.1B
$1.83M 0.16%
20,117
-18,378
AMZN icon
57
Amazon
AMZN
$2.53T
$1.74M 0.15%
7,947
-246
V icon
58
Visa
V
$637B
$1.54M 0.13%
4,331
-300
BRK.A icon
59
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.46M 0.12%
2
SYK icon
60
Stryker
SYK
$140B
$1.41M 0.12%
3,571
JPM icon
61
JPMorgan Chase
JPM
$829B
$1.37M 0.12%
4,715
+727
GOOG icon
62
Alphabet (Google) Class C
GOOG
$3.35T
$1.34M 0.11%
7,556
+137
BSCP icon
63
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$1.29M 0.11%
62,235
+6,710
VIG icon
64
Vanguard Dividend Appreciation ETF
VIG
$98.7B
$1.28M 0.11%
6,272
COST icon
65
Costco
COST
$410B
$1.23M 0.1%
1,247
-157
VOO icon
66
Vanguard S&P 500 ETF
VOO
$767B
$1.21M 0.1%
2,136
+356
ABBV icon
67
AbbVie
ABBV
$412B
$1.12M 0.09%
6,010
+527
AVEM icon
68
Avantis Emerging Markets Equity ETF
AVEM
$13.8B
$1.11M 0.09%
16,180
-1,848
OEF icon
69
iShares S&P 100 ETF
OEF
$27.5B
$1.06M 0.09%
3,486
META icon
70
Meta Platforms (Facebook)
META
$1.54T
$1.04M 0.09%
1,406
+9
EZM icon
71
WisdomTree US MidCap Fund
EZM
$845M
$1.01M 0.09%
16,313
-1,245
NFLX icon
72
Netflix
NFLX
$475B
$996K 0.08%
744
-8
FVD icon
73
First Trust Value Line Dividend Fund
FVD
$9.02B
$984K 0.08%
22,017
-2,248
JPIN icon
74
JPMorgan Diversified Return International Equity ETF
JPIN
$369M
$893K 0.08%
13,919
-314
GS icon
75
Goldman Sachs
GS
$239B
$878K 0.07%
1,240
-6
1 2
3
4 5