RW

RVW Wealth Portfolio holdings

AUM $1.28B
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.89M
3
+$2.11M
4
NVDA icon
NVIDIA
NVDA
+$1.97M
5
AAPL icon
Apple
AAPL
+$1.74M

Top Sells

1
+$3.78M
2
+$489K
3
+$484K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$441K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$384K

Sector Composition

1 Technology 3.93%
2 Financials 0.98%
3 Communication Services 0.52%
4 Consumer Discretionary 0.48%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.62M 0.2%
5,050
-177
52
$2.5M 0.2%
4,199
+45
53
$2.47M 0.19%
16,047
-164
54
$2.41M 0.19%
32,852
+4
55
$1.97M 0.15%
8,966
+1,019
56
$1.84M 0.14%
7,557
+1
57
$1.79M 0.14%
15,661
-2,204
58
$1.61M 0.13%
16,149
-3,968
59
$1.6M 0.12%
6,907
+897
60
$1.51M 0.12%
2
61
$1.47M 0.11%
4,663
-52
62
$1.45M 0.11%
4,256
-75
63
$1.33M 0.1%
6,163
-109
64
$1.33M 0.1%
33,790
+22,515
65
$1.32M 0.1%
3,571
66
$1.27M 0.1%
2,071
-65
67
$1.21M 0.09%
16,106
-74
68
$1.17M 0.09%
1,268
+21
69
$1.07M 0.08%
4,401
-16
70
$1.07M 0.08%
16,165
-148
71
$1.02M 0.08%
21,974
-43
72
$995K 0.08%
48,097
-14,138
73
$987K 0.08%
1,240
74
$926K 0.07%
13,908
-11
75
$910K 0.07%
+1,193
1 2
3
4 5