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
$1.18B
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
XOM icon
76
Exxon Mobil
XOM
$502B
$870K 0.07%
8,071
-272
WTV icon
77
WisdomTree US Value Fund
WTV
$1.74B
$823K 0.07%
9,521
-61
USHY icon
78
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$789K 0.07%
21,037
GOOGL icon
79
Alphabet (Google) Class A
GOOGL
$3.35T
$778K 0.07%
4,417
+1,196
NUSC icon
80
Nuveen ESG Small-Cap ETF
NUSC
$1.18B
$756K 0.06%
18,548
-373
IBIT icon
81
iShares Bitcoin Trust
IBIT
$73.5B
$755K 0.06%
12,338
+3,109
EIS icon
82
iShares MSCI Israel ETF
EIS
$465M
$743K 0.06%
7,835
-7
IUS icon
83
Invesco RAFI Strategic US ETF
IUS
$677M
$740K 0.06%
14,367
-35
NUMV icon
84
Nuveen ESG Mid-Cap Value ETF
NUMV
$399M
$648K 0.06%
17,964
-283
BSCQ icon
85
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$624K 0.05%
31,975
-788
SUSL icon
86
iShares ESG MSCI USA Leaders ETF
SUSL
$940M
$610K 0.05%
5,632
+2,520
GBTC icon
87
Grayscale Bitcoin Trust
GBTC
$38.4B
$599K 0.05%
7,059
IEFA icon
88
iShares Core MSCI EAFE ETF
IEFA
$158B
$589K 0.05%
7,054
+325
IVV icon
89
iShares Core S&P 500 ETF
IVV
$669B
$577K 0.05%
930
JPC icon
90
Nuveen Preferred & Income Opportunities Fund
JPC
$2.88B
$569K 0.05%
70,922
XJH icon
91
iShares ESG Screened S&P Mid-Cap ETF
XJH
$316M
$568K 0.05%
13,694
-4,309
SPHD icon
92
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.09B
$567K 0.05%
11,920
VEU icon
93
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$557K 0.05%
8,280
+79
FEMS icon
94
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$265M
$552K 0.05%
13,602
-1,873
IWV icon
95
iShares Russell 3000 ETF
IWV
$17.2B
$534K 0.05%
1,522
+58
MA icon
96
Mastercard
MA
$492B
$516K 0.04%
918
+4
IBTF icon
97
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$511K 0.04%
21,858
+236
IBTG icon
98
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$510K 0.04%
22,257
+167
JGH icon
99
Nuveen Global High Income Fund
JGH
$295M
$509K 0.04%
39,379
CVX icon
100
Chevron
CVX
$315B
$504K 0.04%
3,520
-3
2 3
4
5 6