RW

RVW Wealth Portfolio holdings

AUM $1.18B
1-Year Est. Return 11.94%
This Quarter Est. Return
1 Year Est. Return
+11.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
+$737K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.59M
3
+$3.39M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$3.23M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.09M

Top Sells

1
+$7.45M
2
+$4.01M
3
+$2.9M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$2.69M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$1.91M

Sector Composition

1 Technology 1.27%
2 Communication Services 0.44%
3 Healthcare 0.41%
4 Financials 0.29%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.05%
3,451
77
$221K 0.05%
+3,620
78
$204K 0.05%
1,908
79
$48K 0.01%
1,000
80
– –
-26,540
1 2 3
4