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
$1.08B
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$2.8M
3
+$2.76M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.55M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.47M

Top Sells

1
+$2.67M
2
+$2.09M
3
+$1.25M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$910K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$702K

Sector Composition

1 Technology 3%
2 Financials 0.4%
3 Healthcare 0.35%
4 Consumer Discretionary 0.3%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$281K 0.03%
10,765
+84
127
$266K 0.02%
708
128
$258K 0.02%
2,078
129
$257K 0.02%
2,000
130
$256K 0.02%
29,037
131
$249K 0.02%
8,399
-666
132
$248K 0.02%
12,700
133
$245K 0.02%
13,557
-4,220
134
$242K 0.02%
4,728
135
$241K 0.02%
19,500
136
$240K 0.02%
+600
137
$235K 0.02%
+773
138
$234K 0.02%
5,573
-285
139
$230K 0.02%
1,421
-105
140
$230K 0.02%
835
141
$225K 0.02%
+1,194
142
$224K 0.02%
1,012
-250
143
$222K 0.02%
17,938
144
$220K 0.02%
3,068
145
$215K 0.02%
3,788
146
$213K 0.02%
+1,230
147
$210K 0.02%
+1,404
148
$205K 0.02%
+1,350
149
$204K 0.02%
+5,957
150
$202K 0.02%
+6,651
3 4 5
6
7