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
$785M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$17.6M
3
+$16.6M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$11.9M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$11M

Top Sells

1
+$14.1M
2
+$12.4M
3
+$11.7M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$10.9M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$9.82M

Sector Composition

1 Technology 2.26%
2 Financials 0.47%
3 Consumer Discretionary 0.42%
4 Healthcare 0.4%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$968K 0.12%
49,958
-13,244
77
$914K 0.12%
20,200
-130
78
$896K 0.11%
21,900
+6,463
79
$881K 0.11%
3,604
+32
80
$827K 0.11%
32,853
-36,627
81
$792K 0.1%
4,410
+116
82
$776K 0.1%
8,936
-338
83
$775K 0.1%
12,575
-425
84
$746K 0.1%
7,005
-6
85
$683K 0.09%
6,192
+1,093
86
$683K 0.09%
19,976
+204
87
$665K 0.08%
30,765
+3,107
88
$593K 0.08%
+15,215
89
$592K 0.08%
9,208
90
$580K 0.07%
11,567
-161
91
$562K 0.07%
+13,393
92
$546K 0.07%
7,986
+75
93
$544K 0.07%
+17,000
94
$541K 0.07%
2,452
+660
95
$541K 0.07%
26,139
96
$538K 0.07%
6,093
+913
97
$531K 0.07%
2,491
-7,803
98
$516K 0.07%
+46,140
99
$496K 0.06%
6,659
-784
100
$481K 0.06%
5,042
+12
2 3
4
5 6