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
$895M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$11.3M
3
+$7.85M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$5.42M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.34M

Top Sells

1
+$16M
2
+$15M
3
+$11.7M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.96M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3M

Sector Composition

1 Technology 1.98%
2 Consumer Discretionary 0.87%
3 Communication Services 0.63%
4 Financials 0.46%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.02%
2,151
-69
127
$207K 0.02%
+2,566
128
$206K 0.02%
+1,592
129
$205K 0.02%
+1,182
130
$203K 0.02%
+2,500
131
$201K 0.02%
+6,870
132
$11K ﹤0.01%
271
133
– –
-583
134
– –
-2,359
135
– –
-5,537
136
– –
-6,587
137
– –
-129,243
138
$0 ﹤0.01%
59,000
139
– –
-652,356
2 3 4 5
6