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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
$807M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$11.3M
3
+$6.67M
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$5.27M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.13M

Top Sells

1
+$10.6M
2
+$8.15M
3
+$7.41M
4
XJH icon
iShares ESG Screened S&P Mid-Cap ETF
XJH
+$7.4M
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$7.15M

Sector Composition

1 Technology 2.49%
2 Financials 0.46%
3 Consumer Discretionary 0.3%
4 Communication Services 0.3%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$221K 0.03%
1,426
-500
152
$209K 0.03%
+2,500
153
$206K 0.03%
11,287
-597
154
$200K 0.02%
+12,700
155
$2.2K ﹤0.01%
271
156
– –
-8,343
157
– –
-2,390
158
– –
-1,705
159
– –
-15,637
160
– –
-848
161
– –
-475
162
– –
-845
163
– –
-1,315
164
– –
-4,288
165
– –
-2,145
166
– –
-11,650
167
– –
-5,109
168
– –
-17,682
169
– –
-7,637
170
– –
-1,155
171
– –
-2,933
172
– –
-15,215
3 4 5 6
7