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
$547M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19M
3
+$15.6M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$13.2M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$13.2M

Top Sells

1
+$17.7M
2
+$11.1M
3
+$10.2M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$9.46M
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$7.23M

Sector Composition

1 Technology 1.66%
2 Communication Services 0.43%
3 Financials 0.39%
4 Consumer Discretionary 0.32%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-23,625
102
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-17,898
103
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-103,614
104
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-39,700
105
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-22,659
106
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-16,221
107
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-45,159
108
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-89,267
109
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-129,310
110
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-3,883
111
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-112,966
112
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-5,392
113
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-35,000
1 2 3 4
5