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
$1.06B
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$46.3M
3
+$21.5M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$12.6M
5
IYW icon
iShares US Technology ETF
IYW
+$10.2M

Top Sells

1
+$28.5M
2
+$19.3M
3
+$15.8M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$13.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.1M

Sector Composition

1 Technology 3.6%
2 Financials 0.99%
3 Communication Services 0.46%
4 Consumer Discretionary 0.41%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$231K 0.02%
8,399
152
$225K 0.02%
3,644
-119
153
$220K 0.02%
+1,658
154
$220K 0.02%
+11,859
155
$219K 0.02%
4,428
156
$212K 0.02%
3,039
-6,399
157
$203K 0.02%
+666
158
$201K 0.02%
2,899
-169
159
$133K 0.01%
16,752
160
$74.4K 0.01%
181,490
161
– –
-5,488
162
– –
-5,957
3 4 5 6
7