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
$713M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.71M
3
+$7.89M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$5.99M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$5.23M

Top Sells

1
+$9.63M
2
+$7.87M
3
+$6.15M
4
OGIG icon
ALPS O'Shares Global Internet Giants ETF
OGIG
+$3.91M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.77M

Sector Composition

1 Technology 2.49%
2 Consumer Discretionary 0.81%
3 Financials 0.34%
4 Healthcare 0.3%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$944K 0.13%
24,143
+1,352
77
$916K 0.13%
75,460
+42,340
78
$875K 0.12%
9,274
-4,704
79
$874K 0.12%
+37,991
80
$847K 0.12%
20,330
+130
81
$832K 0.12%
6,199
+100
82
$820K 0.12%
20,626
+15,396
83
$735K 0.1%
7,011
84
$723K 0.1%
3,572
-17
85
$685K 0.1%
13,000
+4,701
86
$634K 0.09%
19,772
+53
87
$631K 0.09%
15,437
-43,117
88
$617K 0.09%
4,294
-110
89
$583K 0.08%
9,208
90
$568K 0.08%
7,911
+140
91
$543K 0.08%
23,586
+281
92
$526K 0.07%
7,617
93
$522K 0.07%
27,658
-3,387
94
$520K 0.07%
11,728
-31
95
$495K 0.07%
26,591
-4,471
96
$495K 0.07%
5,180
-60
97
$492K 0.07%
7,443
+1,277
98
$486K 0.07%
26,139
-2,733
99
$445K 0.06%
5,099
+200
100
$431K 0.06%
5,030
2 3
4
5 6