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
$785M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$17.6M
3
+$16.6M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$11.9M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$11M

Top Sells

1
+$14.1M
2
+$12.4M
3
+$11.7M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$10.9M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$9.82M

Sector Composition

1 Technology 2.26%
2 Financials 0.47%
3 Consumer Discretionary 0.42%
4 Healthcare 0.4%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$469K 0.06%
1
102
$467K 0.06%
7,617
103
$437K 0.06%
1,142
+113
104
$427K 0.05%
3,365
105
$415K 0.05%
10,653
+3,513
106
$398K 0.05%
17,682
-68,031
107
$393K 0.05%
8,130
-465
108
$387K 0.05%
848
+77
109
$380K 0.05%
18,433
+8,338
110
$378K 0.05%
12,707
+18
111
$376K 0.05%
2,677
-9,832
112
$366K 0.05%
9,668
-146,014
113
$349K 0.04%
+15,637
114
$348K 0.04%
66,000
-35,000
115
$345K 0.04%
1,081
116
$344K 0.04%
11,650
+480
117
$340K 0.04%
+1,926
118
$328K 0.04%
+3,972
119
$325K 0.04%
+1,705
120
$320K 0.04%
19,072
121
$312K 0.04%
1,700
122
$305K 0.04%
+1,228
123
$289K 0.04%
+8,343
124
$288K 0.04%
+2,145
125
$287K 0.04%
7,637
-20,049
3 4
5
6 7