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
$832M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.13M
3
+$2.04M
4
MRNA icon
Moderna
MRNA
+$2M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.71M

Top Sells

1
+$2.88M
2
+$601K
3
+$521K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$407K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$305K

Sector Composition

1 Technology 1.8%
2 Communication Services 0.72%
3 Consumer Discretionary 0.6%
4 Healthcare 0.36%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$0 ﹤0.01%
+703
102
$0 ﹤0.01%
+4,232
103
$0 ﹤0.01%
7,030
104
$0 ﹤0.01%
1,336
105
$0 ﹤0.01%
1,792
106
$0 ﹤0.01%
+2,359
107
$0 ﹤0.01%
4,851
108
$0 ﹤0.01%
6,844
-939
109
– –
-6,207
110
$0 ﹤0.01%
3,962
-243
111
$0 ﹤0.01%
11,061
-289
112
$0 ﹤0.01%
+6,587
113
$0 ﹤0.01%
2,220
114
$0 ﹤0.01%
1,620
115
$0 ﹤0.01%
+1,500
116
$0 ﹤0.01%
844
+179
117
– –
-2,144
118
– –
-515
119
$0 ﹤0.01%
+1,210
120
$0 ﹤0.01%
+874
121
$0 ﹤0.01%
+599
122
$0 ﹤0.01%
+13,573
123
$0 ﹤0.01%
+4,507
124
$0 ﹤0.01%
271
125
$0 ﹤0.01%
+59,000
1 2 3 4
5