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
$1.06B
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$46.3M
3
+$21.5M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$12.6M
5
IYW icon
iShares US Technology ETF
IYW
+$10.2M

Top Sells

1
+$28.5M
2
+$19.3M
3
+$15.8M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$13.4M
5
SCHD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$703K 0.07%
18,003
-17,857
77
$701K 0.07%
752
+28
78
$681K 0.06%
1,246
+66
79
$638K 0.06%
32,763
-2,623
80
$624K 0.06%
18,247
-747
81
$599K 0.06%
11,920
-243
82
$589K 0.06%
3,523
+425
83
$583K 0.05%
7,842
-72
84
$575K 0.05%
15,475
-19,226
85
$565K 0.05%
70,922
86
$532K 0.05%
1,704
+929
87
$523K 0.05%
930
+188
88
$515K 0.05%
39,379
89
$509K 0.05%
6,729
-807
90
$507K 0.05%
22,090
+135
91
$505K 0.05%
21,622
+148
92
$501K 0.05%
+4,969
93
$501K 0.05%
914
+46
94
$498K 0.05%
3,221
+371
95
$497K 0.05%
8,201
-3,961
96
$496K 0.05%
887
+292
97
$465K 0.04%
1,464
98
$460K 0.04%
7,059
99
$457K 0.04%
+5,210
100
$438K 0.04%
7,815
+90
2 3
4
5 6