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
$747M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.92M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$7.73M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.57M

Top Sells

1
+$13.8M
2
+$10.7M
3
+$9.09M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.23M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$4.18M

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 0.69%
3 Financials 0.4%
4 Communication Services 0.33%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$962K 0.13%
21,824
-2,639
77
$934K 0.13%
6,099
-20
78
$929K 0.12%
20,200
-54
79
$820K 0.11%
+35,396
80
$799K 0.11%
7,011
81
$714K 0.1%
+3,589
82
$666K 0.09%
31,045
+3,288
83
$647K 0.09%
19,719
+482
84
$638K 0.09%
4,404
+126
85
$622K 0.08%
7,771
+287
86
$608K 0.08%
7,617
87
$602K 0.08%
31,062
+4,650
88
$600K 0.08%
23,305
+755
89
$594K 0.08%
9,208
90
$593K 0.08%
28,872
91
$587K 0.08%
11,759
-56
92
$571K 0.08%
5,240
+180
93
$502K 0.07%
33,120
+10,000
94
$488K 0.07%
8,299
-6,549
95
$478K 0.06%
5,030
96
$468K 0.06%
19,818
+9,909
97
$422K 0.06%
6,166
+833
98
$420K 0.06%
4,899
+33
99
$417K 0.06%
1,201
+609
100
$409K 0.05%
1
2 3
4
5 6