RW
RVW Wealth Portfolio holdings
AUM $1.18B
1-Year Return
11.94%
This Quarter Return
-2.38%
1 Year Return
+11.94%
3 Year Return
+48.06%
5 Year Return
+69.13%
10 Year Return
–
AUM
$1.06B
AUM Growth
-$9.76M
(-0.91%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
1.56%
Top 10 Holdings %
Top 10 Hldgs %
53.95%
Holding
162
New
18
Increased
48
Reduced
69
Closed
2
Top Buys
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$51M |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$46.3M |
| 3 |
VictoryShares Free Cash Flow ETF
VFLO
|
+$21.5M |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$12.6M |
| 5 |
iShares US Technology ETF
IYW
|
+$10.2M |
Top Sells
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$28.5M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
+$19.3M |
| 3 |
First Trust Technology AlphaDEX Fund
FXL
|
+$15.8M |
| 4 |
Avantis US Equity ETF
AVUS
|
+$13.4M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$13.1M |
Sector Composition
| 1 | Technology | 3.6% |
| 2 | Financials | 0.99% |
| 3 | Communication Services | 0.46% |
| 4 | Consumer Discretionary | 0.41% |
| 5 | Healthcare | 0.4% |
