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
$592M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$3.8M
3
+$3M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$2.22M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.78M

Top Sells

1
+$8.66M
2
+$2.13M
3
+$613K
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$576K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$456K

Sector Composition

1 Technology 1.92%
2 Consumer Staples 0.71%
3 Financials 0.49%
4 Industrials 0.47%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$434K 0.07%
10,919
77
$412K 0.07%
28,657
78
$385K 0.07%
4,820
+85
79
$369K 0.06%
1,883
+148
80
$328K 0.06%
2,551
+821
81
$327K 0.06%
5,144
+510
82
$320K 0.05%
1
83
$316K 0.05%
13,753
+434
84
$297K 0.05%
10,014
+2,077
85
$283K 0.05%
4,700
86
$257K 0.04%
+6,935
87
$256K 0.04%
1,219
+32
88
$254K 0.04%
+14,589
89
$232K 0.04%
3,160
90
$225K 0.04%
+1,432
91
$214K 0.04%
5,103
-648
92
$211K 0.04%
+1,070
93
$209K 0.04%
7,211
-584
94
$202K 0.03%
+8,000
95
$142K 0.02%
3,016
96
$15K ﹤0.01%
271
97
– –
-6,830
98
– –
-4,324
99
– –
-344,776
1 2 3
4