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
$713M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.71M
3
+$7.89M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$5.99M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$5.23M

Top Sells

1
+$9.63M
2
+$7.87M
3
+$6.15M
4
OGIG icon
ALPS O'Shares Global Internet Giants ETF
OGIG
+$3.91M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.77M

Sector Composition

1 Technology 2.49%
2 Consumer Discretionary 0.81%
3 Financials 0.34%
4 Healthcare 0.3%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$406K 0.06%
1
102
$394K 0.06%
1,201
103
$377K 0.05%
8,595
104
$371K 0.05%
1,792
105
$368K 0.05%
1,029
+110
106
$364K 0.05%
771
+65
107
$360K 0.05%
12,689
+4
108
$346K 0.05%
3,365
109
$332K 0.05%
1,081
110
$329K 0.05%
1,562
-43
111
$326K 0.05%
13,688
+1,718
112
$319K 0.04%
19,072
113
$312K 0.04%
+101,000
114
$294K 0.04%
2,164
+40
115
$291K 0.04%
1,700
-4
116
$274K 0.04%
7,140
-35,251
117
$263K 0.04%
+11,170
118
$238K 0.03%
2,461
119
$224K 0.03%
5,953
120
$224K 0.03%
811
-5
121
$216K 0.03%
4,851
122
$188K 0.03%
11,149
123
$180K 0.03%
10,095
-73,593
124
$114K 0.02%
+11,091
125
– –
-1,482
2 3 4
5
6