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
$1.08B
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$2.8M
3
+$2.76M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.55M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.47M

Top Sells

1
+$2.67M
2
+$2.09M
3
+$1.25M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$910K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$702K

Sector Composition

1 Technology 3%
2 Financials 0.4%
3 Healthcare 0.35%
4 Consumer Discretionary 0.3%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$200K 0.02%
6,919
-383
152
$116K 0.01%
16,752
153
$88.9K 0.01%
181,490
154
$18.4K ﹤0.01%
2,377
155
$240 ﹤0.01%
10,000
156
– –
-6,675
157
– –
-11,002
158
– –
-2,115
159
– –
-4,873
160
– –
-32,722
161
– –
-10,184
3 4 5 6
7