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
$1.06B
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$46.3M
3
+$21.5M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$12.6M
5
IYW icon
iShares US Technology ETF
IYW
+$10.2M

Top Sells

1
+$28.5M
2
+$19.3M
3
+$15.8M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$13.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.1M

Sector Composition

1 Technology 3.6%
2 Financials 0.99%
3 Communication Services 0.46%
4 Consumer Discretionary 0.41%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$319K 0.03%
+800
127
$316K 0.03%
600
128
$306K 0.03%
+834
129
$305K 0.03%
563
-250
130
$303K 0.03%
1,366
-387
131
$302K 0.03%
695
132
$299K 0.03%
10,232
-1,355
133
$298K 0.03%
+3,112
134
$297K 0.03%
5,090
-712
135
$284K 0.03%
1,895
+162
136
$284K 0.03%
13,680
137
$281K 0.03%
+2,190
138
$280K 0.03%
+1,389
139
$279K 0.03%
1,617
-381
140
$274K 0.03%
11,314
-758
141
$270K 0.03%
+543
142
$258K 0.02%
2,000
143
$256K 0.02%
1,426
+22
144
$253K 0.02%
957
-88
145
$251K 0.02%
+2,248
146
$249K 0.02%
+1,246
147
$248K 0.02%
1,456
+226
148
$244K 0.02%
+2,225
149
$233K 0.02%
4,772
-23
150
$233K 0.02%
645
3 4 5
6
7