RW
RVW Wealth Portfolio holdings
AUM
$1.18B
This Quarter Return
+1.09%
1 Year Return
+11.94%
3 Year Return
+48.06%
5 Year Return
+69.13%
10 Year Return
–
AUM
$1B
AUM Growth
+$1B
(+3%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
2.28%
Top 10 Holdings %
Top 10 Hldgs %
49.18%
Holding
159
New
15
Increased
45
Reduced
63
Closed
8
Top Buys
Top Sells
| 1 |
Avantis US Equity ETF
AVUS
|
$2.66M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$1.86M |
| 3 |
Avantis International Equity ETF
AVDE
|
$1.44M |
| 4 |
FlexShares Quality Dividend Defensive Index Fund
QDEF
|
$1.41M |
| 5 |
Invesco S&P MidCap 400 Revenue ETF
RWK
|
$1.36M |
Sector Composition
| 1 | Technology | 3.06% |
| 2 | Financials | 0.36% |
| 3 | Healthcare | 0.35% |
| 4 | Communication Services | 0.28% |
| 5 | Consumer Discretionary | 0.24% |
