RW

RVW Wealth Portfolio holdings

AUM $1.31B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$8.01M
3
+$6.61M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$2.73M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.26M

Top Sells

1
+$20.3M
2
+$4.8M
3
+$3.55M
4
NVDA icon
NVIDIA
NVDA
+$3.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.4M

Sector Composition

1 Technology 3.7%
2 Financials 0.44%
3 Consumer Discretionary 0.42%
4 Communication Services 0.3%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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