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
$682M
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$4.05M
3
+$1.86M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.69M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.46M

Top Sells

1
+$13.1M
2
+$6.41M
3
+$4.82M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.02M
5
KHC icon
Kraft Heinz
KHC
+$2.5M

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 Change
in Stake 		Capital Flow
101
– –
-13,753
102
– –
-14,589
103
– –
-45,840
1 2 3 4
5