RW

RVW Wealth Portfolio holdings

AUM $1.28B
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.89M
3
+$2.11M
4
NVDA icon
NVIDIA
NVDA
+$1.97M
5
AAPL icon
Apple
AAPL
+$1.74M

Top Sells

1
+$3.78M
2
+$489K
3
+$484K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$441K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$384K

Sector Composition

1 Technology 3.93%
2 Financials 0.98%
3 Communication Services 0.52%
4 Consumer Discretionary 0.48%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$910K 0.07%
8,071
77
$897K 0.07%
7,480
+40
78
$887K 0.07%
13,646
+1,308
79
$884K 0.07%
1,203
-203
80
$873K 0.07%
+2,646
81
$866K 0.07%
9,510
-11
82
$829K 0.06%
+1,360
83
$816K 0.06%
18,504
-44
84
$799K 0.06%
2,401
-1,085
85
$793K 0.06%
14,356
-11
86
$785K 0.06%
7,825
-10
87
$775K 0.06%
20,501
-536
88
$695K 0.05%
17,964
89
$650K 0.05%
5,552
-80
90
$634K 0.05%
7,059
91
$616K 0.05%
7,054
92
$604K 0.05%
903
-27
93
$604K 0.05%
3,257
94
$600K 0.05%
13,694
95
$600K 0.05%
13,591
-11
96
$589K 0.05%
11,920
97
$584K 0.05%
603
98
$582K 0.05%
8,156
-124
99
$582K 0.05%
70,922
100
$577K 0.05%
1,522
2 3
4
5 6