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
$1.07B
AUM Growth
-$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$8.51M
3
+$6.56M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.79M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.26M

Top Sells

1
+$20.3M
2
+$4.8M
3
+$3.55M
4
NVDA icon
NVIDIA
NVDA
+$2.99M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.37M

Sector Composition

1 Technology 3.7%
2 Financials 0.44%
3 Consumer Discretionary 0.42%
4 Communication Services 0.3%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$429K 0.04%
5,512
+38
102
$421K 0.04%
1,753
+120
103
$416K 0.04%
7,725
104
$406K 0.04%
20,803
105
$373K 0.03%
7,881
106
$362K 0.03%
5,802
-255
107
$360K 0.03%
40,349
+11,312
108
$359K 0.03%
8,819
-9,585
109
$358K 0.03%
3,525
110
$357K 0.03%
600
111
$356K 0.03%
1,871
-88
112
$351K 0.03%
1,465
-296
113
$349K 0.03%
595
-2
114
$338K 0.03%
1,998
-82
115
$336K 0.03%
11,587
+170
116
$328K 0.03%
5,717
-6,194
117
$327K 0.03%
27,623
+8,123
118
$324K 0.03%
16,633
+497
119
$321K 0.03%
17,849
+5,149
120
$319K 0.03%
7,846
-5,517
121
$310K 0.03%
3,824
-565
122
$292K 0.03%
12,072
-379
123
$279K 0.03%
7,074
+48
124
$278K 0.03%
+13,680
125
$265K 0.02%
1,045
3 4
5
6 7