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
$832M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.13M
3
+$2.04M
4
MRNA icon
Moderna
MRNA
+$2M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.71M

Top Sells

1
+$2.88M
2
+$601K
3
+$521K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$407K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$305K

Sector Composition

1 Technology 1.8%
2 Communication Services 0.72%
3 Consumer Discretionary 0.6%
4 Healthcare 0.36%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.12%
31,679
+2,807
77
$1M 0.12%
72,239
+3,773
78
$1M 0.12%
6,148
+930
79
$1M 0.12%
31,173
-720
80
$1M 0.12%
7,040
+29
81
$1M 0.12%
12,602
82
$1M 0.12%
22,610
-3,273
83
$1M 0.12%
12,182
84
$1M 0.12%
3,289
-8
85
$1M 0.12%
31,303
86
– –
-8,129
87
$0 ﹤0.01%
4,000
88
$0 ﹤0.01%
583
+105
89
$0 ﹤0.01%
13,114
+173
90
– –
-2,827
91
$0 ﹤0.01%
932
92
$0 ﹤0.01%
3,555
-412
93
$0 ﹤0.01%
1
94
$0 ﹤0.01%
+3,478
95
– –
-6,870
96
– –
-7,124
97
$0 ﹤0.01%
3,365
98
$0 ﹤0.01%
19,072
99
$0 ﹤0.01%
+13,070
100
$0 ﹤0.01%
3,560
-260
1 2 3
4
5