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
$1.28B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$6.05M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.11M
5
AAPL icon
Apple
AAPL
+$1.96M

Top Sells

1
+$3.96M
2
+$502K
3
+$491K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$457K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$395K

Sector Composition

1 Technology 3.93%
2 Financials 0.98%
3 Communication Services 0.52%
4 Consumer Discretionary 0.48%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGV icon
151
Vanguard Mega Cap Value ETF
MGV
$11.1B
$275K 0.02%
2,000
NVS icon
152
Novartis
NVS
$280B
$275K 0.02%
2,148
FTEC icon
153
Fidelity MSCI Information Technology Index ETF
FTEC
$16.7B
$269K 0.02%
1,209
PRF icon
154
Invesco FTSE RAFI US 1000 ETF
PRF
$8.87B
$253K 0.02%
5,598
+642
AVDV icon
155
Avantis International Small Cap Value ETF
AVDV
$16B
$251K 0.02%
2,817
+2
VHT icon
156
Vanguard Health Care ETF
VHT
$17.7B
$248K 0.02%
957
-9
VB icon
157
Vanguard Small-Cap ETF
VB
$73.1B
$247K 0.02%
970
-105
ITEQ icon
158
Amplify BlueStar Israel Technology ETF
ITEQ
$107M
$245K 0.02%
4,178
+17
FRI icon
159
First Trust S&P REIT Index Fund
FRI
$153M
$239K 0.02%
8,498
BFOR icon
160
Barron's 400 ETF
BFOR
$197M
$235K 0.02%
2,899
DON icon
161
WisdomTree US MidCap Dividend Fund
DON
$3.84B
$232K 0.02%
4,428
ORCL icon
162
Oracle
ORCL
$556B
$227K 0.02%
+806
CWI icon
163
SPDR MSCI ACWI ex-US ETF
CWI
$2.44B
$224K 0.02%
6,425
IWF icon
164
iShares Russell 1000 Growth ETF
IWF
$123B
$224K 0.02%
478
-167
JPEM icon
165
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$389M
$223K 0.02%
3,779
ABT icon
166
Abbott
ABT
$217B
$221K 0.02%
+1,650
EMR icon
167
Emerson Electric
EMR
$83.3B
$220K 0.02%
1,675
AXP icon
168
American Express
AXP
$247B
$219K 0.02%
660
EOG icon
169
EOG Resources
EOG
$60.1B
$214K 0.02%
1,906
BSCT icon
170
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.64B
$209K 0.02%
11,096
-800
SRLN icon
171
State Street Blackstone Senior Loan ETF
SRLN
$6.59B
$204K 0.02%
4,901
PANW icon
172
Palo Alto Networks
PANW
$133B
$204K 0.02%
1,000
PEP icon
173
PepsiCo
PEP
$200B
$202K 0.02%
1,441
-140
IWB icon
174
iShares Russell 1000 ETF
IWB
$46.7B
$202K 0.02%
+553
LION icon
175
Lionsgate Studios
LION
$2.6B
$116K 0.01%
16,752
4 5 6
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