RW

RVW Wealth Portfolio holdings

AUM $1.31B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.85M
3
+$5.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.71M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.87M

Top Sells

1
+$51.2M
2
+$6.64M
3
+$6.11M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.39M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.67M

Sector Composition

1 Technology 3.27%
2 Financials 0.96%
3 Communication Services 0.55%
4 Consumer Discretionary 0.41%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$498K 0.04%
3,257
+645
102
$497K 0.04%
600
103
$483K 0.04%
603
-45
104
$477K 0.04%
3,388
-91
105
$469K 0.04%
4,369
-600
106
$463K 0.04%
1,655
+87
107
$463K 0.04%
1,585
-119
108
$456K 0.04%
5,512
109
$444K 0.04%
4,542
-668
110
$440K 0.04%
713
-174
111
$439K 0.04%
8,479
-1,337
112
$437K 0.04%
7,725
-90
113
$416K 0.04%
1,413
+75
114
$416K 0.04%
14,168
-448
115
$415K 0.04%
15,318
+469
116
$411K 0.03%
4,507
-22
117
$399K 0.03%
+11,275
118
$398K 0.03%
8,668
119
$392K 0.03%
20,803
120
$388K 0.03%
3,525
121
$378K 0.03%
570
+7
122
$371K 0.03%
8,862
123
$365K 0.03%
8,887
+273
124
$359K 0.03%
1,644
-37
125
$354K 0.03%
7,310
-204
3 4
5
6 7