RW
RVW Wealth Portfolio holdings
AUM
$1.18B
This Quarter Return
+9.13%
1 Year Return
+11.94%
3 Year Return
+48.06%
5 Year Return
+69.13%
10 Year Return
–
AUM
$1.18B
AUM Growth
+$116M
(+11%)
Cap. Flow
+$23.9M
Cap. Flow
% of AUM
2.03%
Top 10 Holdings %
Top 10 Hldgs %
54.32%
Holding
173
New
13
Increased
51
Reduced
75
Closed
3
Top Buys
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
$66M |
| 2 |
VictoryShares Free Cash Flow ETF
VFLO
|
$5.85M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$5.17M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$3.71M |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
$2.87M |
Top Sells
Sector Composition
| 1 | Technology | 3.27% |
| 2 | Financials | 0.96% |
| 3 | Communication Services | 0.55% |
| 4 | Consumer Discretionary | 0.41% |
| 5 | Healthcare | 0.35% |
