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
$1.08B
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$2.8M
3
+$2.76M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.55M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.47M

Top Sells

1
+$2.67M
2
+$2.09M
3
+$1.25M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$910K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$702K

Sector Composition

1 Technology 3%
2 Financials 0.4%
3 Healthcare 0.35%
4 Consumer Discretionary 0.3%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$446K 0.04%
7,725
102
$432K 0.04%
20,803
-926
103
$427K 0.04%
31,900
104
$419K 0.04%
5,474
-32
105
$412K 0.04%
781
106
$390K 0.04%
4,389
-875
107
$387K 0.04%
1,633
-50
108
$377K 0.04%
6,057
+712
109
$371K 0.03%
1,761
+479
110
$363K 0.03%
2,080
+82
111
$361K 0.03%
695
112
$354K 0.03%
11,417
+61
113
$353K 0.03%
7,881
+55
114
$351K 0.03%
6,959
-745
115
$343K 0.03%
597
+22
116
$338K 0.03%
3,525
117
$328K 0.03%
6,847
+19
118
$328K 0.03%
1,959
+363
119
$318K 0.03%
16,136
120
$309K 0.03%
4,239
121
$305K 0.03%
12,451
-4,141
122
$295K 0.03%
1,045
123
$293K 0.03%
7,026
-11
124
$290K 0.03%
46,151
125
$284K 0.03%
1,667
+411
3 4
5
6 7