RW

RVW Wealth Portfolio holdings

AUM $1.28B
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
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
+$7.38M
2
+$5.89M
3
+$2.11M
4
NVDA icon
NVIDIA
NVDA
+$1.97M
5
AAPL icon
Apple
AAPL
+$1.74M

Top Sells

1
+$3.78M
2
+$489K
3
+$484K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$441K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$384K

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
151
$275K 0.02%
2,000
152
$275K 0.02%
2,148
153
$269K 0.02%
1,209
154
$253K 0.02%
5,598
+642
155
$251K 0.02%
2,817
+2
156
$248K 0.02%
957
-9
157
$247K 0.02%
970
-105
158
$245K 0.02%
4,178
+17
159
$239K 0.02%
8,498
160
$235K 0.02%
2,899
161
$232K 0.02%
4,428
162
$227K 0.02%
+806
163
$224K 0.02%
6,425
164
$224K 0.02%
478
-167
165
$223K 0.02%
3,779
166
$221K 0.02%
+1,650
167
$220K 0.02%
1,675
168
$219K 0.02%
660
169
$214K 0.02%
1,906
170
$209K 0.02%
11,096
-800
171
$204K 0.02%
4,901
172
$204K 0.02%
1,000
173
$202K 0.02%
1,441
-140
174
$202K 0.02%
+553
175
$116K 0.01%
16,752
4 5 6
7
8