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
$1.07B
AUM Growth
-$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$8.51M
3
+$6.56M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.79M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.26M

Top Sells

1
+$20.3M
2
+$4.8M
3
+$3.55M
4
NVDA icon
NVIDIA
NVDA
+$2.99M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.37M

Sector Composition

1 Technology 3.7%
2 Financials 0.44%
3 Consumer Discretionary 0.42%
4 Communication Services 0.3%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$265K 0.02%
839
+4
127
$264K 0.02%
1,733
+66
128
$259K 0.02%
645
-63
129
$256K 0.02%
695
130
$256K 0.02%
1,164
+152
131
$250K 0.02%
1,404
132
$250K 0.02%
2,000
133
$247K 0.02%
4,795
-2,052
134
$231K 0.02%
3,763
-8,043
135
$230K 0.02%
8,399
136
$226K 0.02%
4,428
-300
137
$225K 0.02%
775
+2
138
$223K 0.02%
3,068
139
$212K 0.02%
+5,488
140
$206K 0.02%
1,230
141
$206K 0.02%
5,957
142
$206K 0.02%
1,422
+1
143
$126K 0.01%
16,752
144
$81.7K 0.01%
181,490
145
– –
-10,000
146
– –
-1,350
147
– –
-2,078
148
– –
-6,651
149
– –
-13,557
150
– –
-1,194
3 4 5
6
7