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
$1.07B
AUM Growth
-$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$8.51M
3
+$6.56M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.79M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.26M

Top Sells

1
+$20.3M
2
+$4.8M
3
+$3.55M
4
NVDA icon
NVIDIA
NVDA
+$2.99M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.37M

Sector Composition

1 Technology 3.7%
2 Financials 0.44%
3 Consumer Discretionary 0.42%
4 Communication Services 0.3%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$661K 0.06%
18,994
+117
77
$647K 0.06%
706
-17
78
$645K 0.06%
+7,240
79
$614K 0.06%
+9,438
80
$610K 0.06%
7,914
-3,767
81
$588K 0.05%
12,163
82
$572K 0.05%
5,317
+2
83
$557K 0.05%
70,922
+12,422
84
$544K 0.05%
+3,413
85
$540K 0.05%
2,850
+6
86
$530K 0.05%
7,536
87
$523K 0.05%
7,059
+100
88
$506K 0.05%
39,379
+7,479
89
$506K 0.05%
813
90
$501K 0.05%
+21,955
91
$501K 0.05%
21,474
-4,725
92
$491K 0.05%
19,736
-331
93
$489K 0.05%
1,464
94
$482K 0.05%
+9,091
95
$467K 0.04%
1,768
96
$457K 0.04%
868
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97
$453K 0.04%
19,485
-439
98
$449K 0.04%
3,098
-175
99
$437K 0.04%
742
-79
100
$430K 0.04%
9,884
-4,510
2 3
4
5 6