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
$1B
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$6.3M
3
+$3.22M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3.19M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.7M

Top Sells

1
+$2.66M
2
+$1.86M
3
+$1.44M
4
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$1.41M
5
RWK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$259K 0.03%
+1,282
127
$258K 0.03%
708
-668
128
$251K 0.03%
29,037
129
$241K 0.02%
46,151
130
$238K 0.02%
5,858
-5,139
131
$237K 0.02%
2,000
132
$233K 0.02%
12,700
133
$233K 0.02%
9,065
+100
134
$226K 0.02%
19,500
135
$223K 0.02%
1,526
+101
136
$221K 0.02%
4,728
137
$220K 0.02%
2,115
138
$219K 0.02%
+835
139
$218K 0.02%
1,262
+100
140
$207K 0.02%
17,938
-9,367
141
$207K 0.02%
1,256
142
$207K 0.02%
6,675
+400
143
$205K 0.02%
3,788
144
$204K 0.02%
+7,302
145
$204K 0.02%
4,873
-1,453
146
$203K 0.02%
3,068
147
$144K 0.01%
+16,752
148
$90.7K 0.01%
181,490
149
$14.3K ﹤0.01%
+2,377
150
$2.7K ﹤0.01%
+10,000
3 4 5
6
7