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
$747M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.8M
3
+$7.92M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$7.73M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.57M

Top Sells

1
+$13.8M
2
+$10.7M
3
+$9.09M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.23M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$4.18M

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 0.69%
3 Financials 0.4%
4 Communication Services 0.33%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K ﹤0.01%
271
127
– –
-20,268
128
– –
-2,500
129
– –
-3,555
130
– –
-15,632
131
– –
-507
132
– –
-4,000
133
– –
-5,673
134
– –
-14,316
135
– –
-6,140
136
– –
-3,141
137
– –
-10,650
138
– –
-1,694
139
– –
-14,540
140
– –
-5,501
141
– –
-5,173
142
– –
-1,958
143
– –
-1,764
144
– –
-1,500
145
– –
-11,208
146
– –
-90,256
2 3 4 5
6