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
$713M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.71M
3
+$7.89M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$5.99M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$5.23M

Top Sells

1
+$9.63M
2
+$7.87M
3
+$6.15M
4
OGIG icon
ALPS O'Shares Global Internet Giants ETF
OGIG
+$3.91M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.77M

Sector Composition

1 Technology 2.49%
2 Consumer Discretionary 0.81%
3 Financials 0.34%
4 Healthcare 0.3%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,612
127
– –
-19,818
128
– –
-15,039
129
– –
-8,404
130
– –
-3,925
131
– –
-24,358
132
– –
-4,591
133
– –
-271
134
– –
-65,201
2 3 4 5
6