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
$1.08B
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$2.8M
3
+$2.76M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.55M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.47M

Top Sells

1
+$2.67M
2
+$2.09M
3
+$1.25M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$910K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$702K

Sector Composition

1 Technology 3%
2 Financials 0.4%
3 Healthcare 0.35%
4 Consumer Discretionary 0.3%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$733K 0.07%
11,911
-161
77
$695K 0.06%
18,877
+16
78
$691K 0.06%
1
79
$643K 0.06%
1,123
+76
80
$641K 0.06%
723
81
$623K 0.06%
5,315
-100
82
$615K 0.06%
12,163
-63
83
$614K 0.06%
+26,199
84
$614K 0.06%
+25,565
85
$597K 0.06%
13,363
-204
86
$588K 0.05%
7,536
87
$584K 0.05%
1,180
88
$579K 0.05%
6,023
-1,582
89
$563K 0.05%
14,394
-3
90
$542K 0.05%
20,067
+3
91
$530K 0.05%
11,547
+58
92
$524K 0.05%
19,924
-2,539
93
$482K 0.04%
3,273
+151
94
$478K 0.04%
1,464
95
$477K 0.04%
813
96
$474K 0.04%
821
-20
97
$472K 0.04%
58,500
98
$472K 0.04%
2,844
+360
99
$466K 0.04%
1,768
100
$461K 0.04%
933
-23
2 3
4
5 6