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
$800M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.97M
3
+$1.9M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.81M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.79M

Top Sells

1
+$1M
2
+$1M
3
+$394K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$163K
5
JPME icon
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
+$156K

Sector Composition

1 Technology 1.5%
2 Communication Services 0.75%
3 Consumer Discretionary 0.5%
4 Financials 0.25%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$0 ﹤0.01%
5,354
+680
102
$0 ﹤0.01%
7,030
+95
103
$0 ﹤0.01%
+1,336
104
$0 ﹤0.01%
1,792
-84
105
$0 ﹤0.01%
7,783
+34
106
$0 ﹤0.01%
4,205
+17
107
$0 ﹤0.01%
11,350
-1
108
$0 ﹤0.01%
665
+1
109
$0 ﹤0.01%
+515
110
$0 ﹤0.01%
271
1 2 3 4
5