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
$785M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$17.6M
3
+$16.6M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$11.9M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$11M

Top Sells

1
+$14.1M
2
+$12.4M
3
+$11.7M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$10.9M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$9.82M

Sector Composition

1 Technology 2.26%
2 Financials 0.47%
3 Consumer Discretionary 0.42%
4 Healthcare 0.4%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-11,091
152
– –
-461,637
153
– –
-34,338
154
– –
-146,236
155
– –
-562,436
3 4 5 6
7