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
$682M
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$4.05M
3
+$1.86M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.69M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.46M

Top Sells

1
+$13.1M
2
+$6.41M
3
+$4.82M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.02M
5
KHC icon
Kraft Heinz
KHC
+$2.5M

Sector Composition

1 Technology 1.91%
2 Communication Services 0.73%
3 Financials 0.59%
4 Consumer Discretionary 0.59%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.15%
1
77
$1M 0.15%
3,301
+350
78
$1M 0.15%
49,793
-2,915
79
$1M 0.15%
20,000
-20,000
80
$1M 0.15%
9,124
+29
81
$1M 0.15%
10,919
82
$1M 0.15%
6,976
+153
83
$1M 0.15%
7,211
84
$1M 0.15%
14,197
+5,708
85
$1M 0.15%
19,072
-11,316
86
$1M 0.15%
+10,187
87
$1M 0.15%
26,628
+69
88
$1M 0.15%
4,060
+900
89
$1M 0.15%
14,246
+3,966
90
$1M 0.15%
35,133
+1,625
91
$1M 0.15%
4,700
92
$1M 0.15%
3,597
+28
93
$1M 0.15%
29,388
-62
94
$1M 0.15%
35,967
-2,076
95
$1M 0.15%
271
96
– –
-191,106
97
– –
-8,000
98
– –
-8,890
99
– –
-4,820
100
– –
-1,432
1 2 3
4
5