RW
RVW Wealth Portfolio holdings
AUM
$1.18B
This Quarter Return
+13.32%
1 Year Return
+11.94%
3 Year Return
+48.06%
5 Year Return
+69.13%
10 Year Return
–
AUM
$682M
AUM Growth
+$682M
(+15%)
Cap. Flow
+$8.03M
Cap. Flow
% of AUM
1.18%
Top 10 Holdings %
Top 10 Hldgs %
37.54%
Holding
103
New
7
Increased
46
Reduced
28
Closed
8
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.91% |
| 2 | Communication Services | 0.73% |
| 3 | Financials | 0.59% |
| 4 | Consumer Discretionary | 0.59% |
| 5 | Healthcare | 0.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Schwab US Large-Cap Value ETF
SCHV
$13.1B
| – | – |
-4,863
| Closed | -$254K |
|
|
IBDL
102
DELISTED
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
| – | – |
-191,106
| Closed | -$4.82M |
|
|
BSCK
103
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
| – | – |
-45,840
| Closed | -$973K |
|