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
$766M
AUM Growth
+$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.09M
3
+$6.13M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.39M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.83M

Top Sells

1
+$32.7M
2
+$24.6M
3
+$10.9M
4
INTU icon
Intuit
INTU
+$2M
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$1.36M

Sector Composition

1 Technology 1.57%
2 Communication Services 1.04%
3 Financials 0.65%
4 Consumer Discretionary 0.52%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1M 0.13%
3,301
+750
102
$1M 0.13%
35,967
103
$1M 0.13%
271
104
– –
-3,597
105
– –
-5,555
1 2 3 4
5