RW

RVW Wealth Portfolio holdings

AUM $1.18B
1-Year Est. Return 11.94%
This Quarter Est. Return
1 Year Est. Return
+11.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$973M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$2.8M
3
+$2.51M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.21M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.1M

Top Sells

1
+$4.63M
2
+$2.32M
3
+$1.48M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.36M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.33M

Sector Composition

1 Technology 2.54%
2 Financials 0.34%
3 Healthcare 0.33%
4 Communication Services 0.27%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,377
152
– –
-6,905
153
– –
-11,534
3 4 5 6
7