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
$1.06B
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$46.3M
3
+$21.5M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$12.6M
5
IYW icon
iShares US Technology ETF
IYW
+$10.2M

Top Sells

1
+$28.5M
2
+$19.3M
3
+$15.8M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$13.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.1M

Sector Composition

1 Technology 3.6%
2 Financials 0.99%
3 Communication Services 0.46%
4 Consumer Discretionary 0.41%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$433K 0.04%
2,612
+1,190
102
$432K 0.04%
9,229
+138
103
$429K 0.04%
+648
104
$422K 0.04%
5,512
105
$414K 0.04%
9,816
-68
106
$410K 0.04%
+1,681
107
$406K 0.04%
+3,479
108
$406K 0.04%
1,568
-200
109
$396K 0.04%
20,803
110
$396K 0.04%
8,668
-16,430
111
$383K 0.04%
14,616
-5,120
112
$370K 0.03%
14,849
-4,636
113
$359K 0.03%
8,862
+1,788
114
$355K 0.03%
+4,529
115
$348K 0.03%
8,614
-205
116
$342K 0.03%
40,349
117
$333K 0.03%
1,338
+174
118
$330K 0.03%
3,824
119
$329K 0.03%
5,717
120
$328K 0.03%
7,846
121
$328K 0.03%
17,849
122
$327K 0.03%
3,525
123
$327K 0.03%
27,623
124
$326K 0.03%
16,633
125
$323K 0.03%
7,514
-367
3 4
5
6 7