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
$785M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$17.6M
3
+$16.6M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$11.9M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$11M

Top Sells

1
+$14.1M
2
+$12.4M
3
+$11.7M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$10.9M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$9.82M

Sector Composition

1 Technology 2.26%
2 Financials 0.47%
3 Consumer Discretionary 0.42%
4 Healthcare 0.4%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$278K 0.04%
+1,539
127
$277K 0.04%
2,300
+136
128
$267K 0.03%
845
+34
129
$267K 0.03%
10,984
-2,704
130
$266K 0.03%
+1,239
131
$265K 0.03%
753
-448
132
$262K 0.03%
2,390
-71
133
$262K 0.03%
+5,109
134
$245K 0.03%
5,953
135
$243K 0.03%
+4,148
136
$240K 0.03%
+1,155
137
$239K 0.03%
4,851
138
$233K 0.03%
+4,000
139
$232K 0.03%
9,671
-13,915
140
$224K 0.03%
11,773
-14,818
141
$219K 0.03%
11,884
+735
142
$217K 0.03%
+8,545
143
$216K 0.03%
+9,756
144
$208K 0.03%
+791
145
$206K 0.03%
+1,655
146
$204K 0.03%
+2,933
147
$204K 0.03%
+5,795
148
$204K 0.03%
+475
149
$200K 0.03%
+4,288
150
$3.22K ﹤0.01%
+271
3 4 5
6
7