RW

RVW Wealth Portfolio holdings

AUM $1.28B
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.89M
3
+$2.11M
4
NVDA icon
NVIDIA
NVDA
+$1.97M
5
AAPL icon
Apple
AAPL
+$1.74M

Top Sells

1
+$3.78M
2
+$489K
3
+$484K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$441K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$384K

Sector Composition

1 Technology 3.93%
2 Financials 0.98%
3 Communication Services 0.52%
4 Consumer Discretionary 0.48%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$394K 0.03%
8,998
+136
127
$370K 0.03%
1,229
-100
128
$366K 0.03%
8,887
129
$356K 0.03%
7,310
130
$351K 0.03%
9,835
-303
131
$349K 0.03%
1,238
-175
132
$345K 0.03%
5,284
133
$342K 0.03%
17,849
134
$338K 0.03%
1,376
135
$336K 0.03%
5,717
136
$331K 0.03%
1,644
137
$331K 0.03%
7,846
138
$330K 0.03%
40,349
139
$328K 0.03%
1,542
-38
140
$323K 0.03%
27,623
141
$315K 0.02%
538
-18
142
$314K 0.02%
3,698
-244
143
$305K 0.02%
15,488
-2,208
144
$303K 0.02%
1,626
-85
145
$303K 0.02%
9,436
146
$302K 0.02%
14,219
+539
147
$297K 0.02%
734
148
$295K 0.02%
+17,470
149
$285K 0.02%
800
150
$279K 0.02%
11,314
4 5
6
7 8