RW

RVW Wealth Portfolio holdings

AUM $1.18B
1-Year Est. Return 11.94%
This Quarter Est. Return
1 Year Est. Return
+11.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$973M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$2.8M
3
+$2.51M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.21M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.1M

Top Sells

1
+$4.63M
2
+$2.32M
3
+$1.48M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.36M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.33M

Sector Composition

1 Technology 2.54%
2 Financials 0.34%
3 Healthcare 0.33%
4 Communication Services 0.27%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$392K 0.04%
17,175
+65
102
$386K 0.04%
5,355
-417
103
$380K 0.04%
7,725
104
$375K 0.04%
781
+167
105
$375K 0.04%
2,484
-320
106
$362K 0.04%
13,947
+2,311
107
$361K 0.04%
+696
108
$347K 0.04%
7,807
+87
109
$345K 0.04%
2,117
110
$330K 0.03%
19,072
111
$325K 0.03%
5,345
-460
112
$324K 0.03%
27,305
-6,439
113
$314K 0.03%
+651
114
$313K 0.03%
11,366
+219
115
$306K 0.03%
1,471
116
$302K 0.03%
+5,000
117
$301K 0.03%
15,616
118
$301K 0.03%
575
119
$298K 0.03%
3,525
120
$290K 0.03%
12,100
121
$285K 0.03%
+1,141
122
$283K 0.03%
1,045
+88
123
$280K 0.03%
1,223
+275
124
$277K 0.03%
+6,275
125
$273K 0.03%
7,024
+41
3 4
5
6 7