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
$747M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.92M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$7.73M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.57M

Top Sells

1
+$13.8M
2
+$10.7M
3
+$9.09M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.23M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$4.18M

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 0.69%
3 Financials 0.4%
4 Communication Services 0.33%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$390K 0.05%
1,792
102
$389K 0.05%
12,685
103
$389K 0.05%
8,595
+215
104
$373K 0.05%
3,365
105
$353K 0.05%
1,081
106
$351K 0.05%
1,605
+43
107
$347K 0.05%
919
108
$342K 0.05%
2,124
-27
109
$338K 0.05%
706
+6
110
$329K 0.04%
19,072
111
$321K 0.04%
+15,039
112
$301K 0.04%
24,358
-36,424
113
$300K 0.04%
1,704
+4
114
$299K 0.04%
11,970
+590
115
$267K 0.04%
2,461
-77
116
$240K 0.03%
4,851
117
$233K 0.03%
+4,591
118
$232K 0.03%
5,953
119
$229K 0.03%
8,404
+53
120
$224K 0.03%
816
+10
121
$220K 0.03%
+5,230
122
$206K 0.03%
3,925
-54
123
$203K 0.03%
1,482
124
$201K 0.03%
2,612
+23
125
$200K 0.03%
11,149
2 3 4
5
6