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

Top Buys

1
+$13.1M
2
+$4.02M
3
+$1.84M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.7M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.48M

Top Sells

1
+$12.4M
2
+$6.39M
3
+$4.82M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.38M
5
KHC icon
Kraft Heinz
KHC
+$3.25M

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%
66,999
77
$1M 0.15%
1,620
+550
78
$1M 0.15%
+2,992
79
$1M 0.15%
36,782
-8,679
80
$1M 0.15%
+8,799
81
$1M 0.15%
3,597
+28
82
$1M 0.15%
6,911
83
$1M 0.15%
30,976
+39
84
$1M 0.15%
12,698
-3,164
85
$1M 0.15%
2,551
86
$1M 0.15%
29,388
-62
87
$1M 0.15%
35,967
-2,076
88
$1M 0.15%
271
89
$1M 0.15%
4,956
90
$1M 0.15%
20,000
-20,000
91
$1M 0.15%
9,124
+29
92
$1M 0.15%
10,919
93
$1M 0.15%
6,976
+153
94
$1M 0.15%
7,211
95
$1M 0.15%
14,197
+5,708
96
– –
-8,000
97
– –
-8,890
98
– –
-4,820
99
– –
-1,432
100
– –
-13,753
1 2 3
4
5