RW

RVW Wealth Portfolio holdings

AUM $1.31B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$2.65M
3
+$2M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.15M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.11M

Top Sells

1
+$6.6M
2
+$5.02M
3
+$4.27M
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.99M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$316K

Sector Composition

1 Technology 1.83%
2 Communication Services 0.44%
3 Healthcare 0.39%
4 Financials 0.3%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,633
77
– –
-7,858
78
– –
-1,000
79
– –
-3,451
80
– –
-1,766
81
– –
-94,478
82
– –
-265,563
1 2 3
4