RW

RVW Wealth Portfolio holdings

AUM $1.31B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
+$12.3M
2
+$8.91M
3
+$8.77M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$6.69M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$5.31M

Top Sells

1
+$9.85M
2
+$8.76M
3
+$6.23M
4
OGIG icon
ALPS O'Shares Global Internet Giants ETF
OGIG
+$4.44M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$4.15M

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
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127
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128
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-271
129
– –
-65,201
130
– –
-15,039
131
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-8,404
132
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-3,925
133
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-24,358
2 3 4 5
6