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
$766M
AUM Growth
+$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.01M
3
+$5.96M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.32M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.84M

Top Sells

1
+$10.1M
2
+$9.32M
3
+$5.65M
4
INTU icon
Intuit
INTU
+$2M
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$1.03M

Sector Composition

1 Technology 1.57%
2 Communication Services 1.04%
3 Financials 0.65%
4 Consumer Discretionary 0.52%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.13%
48,507
+13,374
77
$1M 0.13%
+13,694
78
$1M 0.13%
6,935
79
$1M 0.13%
30,506
+7,859
80
$1M 0.13%
1,876
-7
81
$1M 0.13%
5,044
-164,825
82
$1M 0.13%
2,100
-89
83
$1M 0.13%
2,807
+393
84
$1M 0.13%
12,040
+1,000
85
$1M 0.13%
7,749
+1,085
86
$1M 0.13%
+6,207
87
$1M 0.13%
+4,188
88
$1M 0.13%
11,351
+2,030
89
$1M 0.13%
18,604
+2,436
90
$1M 0.13%
28,657
91
$1M 0.13%
45,237
+23,036
92
$1M 0.13%
66,999
93
$1M 0.13%
+12,211
94
$1M 0.13%
1,620
95
$1M 0.13%
3,755
+763
96
$1M 0.13%
+664
97
$1M 0.13%
16,971
+8,172
98
$1M 0.13%
6,911
99
$1M 0.13%
12,602
-6,301
100
$1M 0.13%
12,239
-459
1 2 3
4
5