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
$895M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$11.3M
3
+$7.85M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$5.42M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.34M

Top Sells

1
+$16M
2
+$15M
3
+$11.7M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.96M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3M

Sector Composition

1 Technology 1.98%
2 Consumer Discretionary 0.87%
3 Communication Services 0.63%
4 Financials 0.46%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$384K 0.04%
1,700
+490
102
$376K 0.04%
+2,672
103
$364K 0.04%
+12,390
104
$347K 0.04%
836
+133
105
$344K 0.04%
1,823
+203
106
$324K 0.04%
1,608
+676
107
$316K 0.04%
+7,124
108
$304K 0.03%
11,461
-8,112
109
$287K 0.03%
4,684
+177
110
$276K 0.03%
4,851
111
$271K 0.03%
1,500
112
$262K 0.03%
4,000
113
$262K 0.03%
600
+1
114
$259K 0.03%
8,035
+1,191
115
$249K 0.03%
+11,969
116
$248K 0.03%
+1,564
117
$245K 0.03%
+8,676
118
$242K 0.03%
4,917
+955
119
$231K 0.03%
10,918
-2,196
120
$229K 0.03%
3,555
121
$228K 0.03%
3,815
-417
122
$212K 0.02%
+4,113
123
$210K 0.02%
+5,000
124
$208K 0.02%
+5,339
125
$208K 0.02%
+3,522
2 3 4
5
6