RW

RVW Wealth Portfolio holdings

AUM $1.31B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.85M
3
+$5.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.71M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.87M

Top Sells

1
+$51.2M
2
+$6.64M
3
+$6.11M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.39M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.67M

Sector Composition

1 Technology 3.27%
2 Financials 0.96%
3 Communication Services 0.55%
4 Consumer Discretionary 0.41%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$870K 0.07%
8,071
-272
77
$823K 0.07%
9,521
-61
78
$789K 0.07%
21,037
79
$778K 0.07%
4,417
+1,196
80
$756K 0.06%
18,548
-373
81
$755K 0.06%
12,338
+3,109
82
$743K 0.06%
7,835
-7
83
$740K 0.06%
14,367
-35
84
$648K 0.06%
17,964
-283
85
$624K 0.05%
31,975
-788
86
$610K 0.05%
5,632
+2,520
87
$599K 0.05%
7,059
88
$589K 0.05%
7,054
+325
89
$577K 0.05%
930
90
$569K 0.05%
70,922
91
$568K 0.05%
13,694
-4,309
92
$567K 0.05%
11,920
93
$557K 0.05%
8,280
+79
94
$552K 0.05%
13,602
-1,873
95
$534K 0.05%
1,522
+58
96
$516K 0.04%
918
+4
97
$511K 0.04%
21,858
+236
98
$510K 0.04%
22,257
+167
99
$509K 0.04%
39,379
100
$504K 0.04%
3,520
-3
2 3
4
5 6