RW

RVW Wealth Portfolio holdings

AUM $1.31B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.85M
3
+$5.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.71M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.87M

Top Sells

1
+$51.2M
2
+$6.64M
3
+$6.11M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.39M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.67M

Sector Composition

1 Technology 3.27%
2 Financials 0.96%
3 Communication Services 0.55%
4 Consumer Discretionary 0.41%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$238K 0.02%
+1,209
152
$235K 0.02%
4,161
-611
153
$230K 0.02%
8,498
+99
154
$228K 0.02%
1,906
-284
155
$223K 0.02%
1,675
-550
156
$223K 0.02%
2,899
157
$223K 0.02%
2,815
-224
158
$222K 0.02%
11,896
+37
159
$222K 0.02%
4,428
160
$213K 0.02%
+3,779
161
$211K 0.02%
1,323
-133
162
$211K 0.02%
+660
163
$210K 0.02%
+6,425
164
$210K 0.02%
+900
165
$209K 0.02%
+4,956
166
$209K 0.02%
1,581
-314
167
$205K 0.02%
+1,000
168
$204K 0.02%
+4,901
169
$97.3K 0.01%
+16,752
170
$74.4K 0.01%
181,490
171
– –
-16,752
172
– –
-666
173
– –
-1,658
3 4 5 6
7