RW

RVW Wealth Portfolio holdings

AUM $1.31B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.85M
3
+$5.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.71M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.87M

Top Sells

1
+$51.2M
2
+$6.64M
3
+$6.11M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.39M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.67M

Sector Composition

1 Technology 3.27%
2 Financials 0.96%
3 Communication Services 0.55%
4 Consumer Discretionary 0.41%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$348K 0.03%
17,696
+1,063
127
$342K 0.03%
1,329
+83
128
$342K 0.03%
40,349
129
$337K 0.03%
10,138
-94
130
$336K 0.03%
1,580
+154
131
$336K 0.03%
17,849
132
$331K 0.03%
27,623
133
$328K 0.03%
5,284
+194
134
$328K 0.03%
1,376
-13
135
$325K 0.03%
7,846
136
$325K 0.03%
3,942
+118
137
$323K 0.03%
5,717
138
$302K 0.03%
1,711
+94
139
$288K 0.02%
13,680
140
$285K 0.02%
800
141
$285K 0.02%
556
+13
142
$281K 0.02%
+9,436
143
$277K 0.02%
11,314
144
$274K 0.02%
645
145
$270K 0.02%
695
146
$269K 0.02%
734
-100
147
$262K 0.02%
2,000
148
$260K 0.02%
2,148
-100
149
$255K 0.02%
1,075
-291
150
$240K 0.02%
966
+9
3 4 5
6
7