RW

RVW Wealth Portfolio holdings

AUM $1.31B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
+$16.3M
2
+$11.3M
3
+$7.82M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$5.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.43M

Top Sells

1
+$16M
2
+$14.5M
3
+$11.7M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$4.08M
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
$376K 0.04%
+2,672
102
$364K 0.04%
+12,390
103
$347K 0.04%
836
+133
104
$344K 0.04%
1,823
+203
105
$324K 0.04%
1,608
+676
106
$316K 0.04%
+7,124
107
$304K 0.03%
11,461
-8,112
108
$287K 0.03%
4,684
+177
109
$276K 0.03%
4,851
110
$271K 0.03%
1,500
111
$262K 0.03%
4,000
112
$262K 0.03%
600
+1
113
$259K 0.03%
8,035
+1,191
114
$249K 0.03%
+11,969
115
$248K 0.03%
+1,564
116
$245K 0.03%
+8,676
117
$242K 0.03%
4,917
+955
118
$231K 0.03%
10,918
-2,196
119
$229K 0.03%
3,555
120
$228K 0.03%
3,815
-417
121
$212K 0.02%
+4,113
122
$210K 0.02%
+5,000
123
$208K 0.02%
+5,339
124
$208K 0.02%
+3,522
125
$208K 0.02%
2,151
-69
2 3 4
5
6