RW

RVW Wealth Portfolio holdings

AUM $1.28B
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.89M
3
+$2.11M
4
NVDA icon
NVIDIA
NVDA
+$1.97M
5
AAPL icon
Apple
AAPL
+$1.74M

Top Sells

1
+$3.78M
2
+$489K
3
+$484K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$441K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$384K

Sector Composition

1 Technology 3.93%
2 Financials 0.98%
3 Communication Services 0.52%
4 Consumer Discretionary 0.48%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$552K 0.04%
3,552
+32
102
$543K 0.04%
3,416
+28
103
$542K 0.04%
27,715
-4,260
104
$541K 0.04%
813
+100
105
$532K 0.04%
39,379
106
$528K 0.04%
+10,409
107
$522K 0.04%
918
108
$515K 0.04%
22,062
+204
109
$515K 0.04%
22,461
+204
110
$504K 0.04%
+820
111
$499K 0.04%
5,512
112
$480K 0.04%
1,579
-6
113
$476K 0.04%
1,622
-33
114
$473K 0.04%
7,725
115
$468K 0.04%
4,542
116
$464K 0.04%
8,493
+14
117
$445K 0.03%
14,168
118
$437K 0.03%
15,318
119
$431K 0.03%
600
120
$428K 0.03%
4,484
-23
121
$427K 0.03%
4,369
122
$426K 0.03%
570
123
$426K 0.03%
3,525
124
$404K 0.03%
20,803
125
$397K 0.03%
8,668
3 4
5
6 7