RW
RVW Wealth Portfolio holdings
AUM
$1.31B
1-Year Est. Return
16.16%
1 Year Est. Return
+16.16%
AUM
$1.31B
AUM Growth
+$28.4M
(+2.2%)
Holding
190
Top Buys
| 1 | +$24.6M | |
| 2 | +$4.42M | |
| 3 | +$3.24M | |
| 4 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$2.81M |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$2.76M |
Top Sells
| 1 | +$24.9M | |
| 2 | +$4.85M | |
| 3 | +$995K | |
| 4 |
Invesco S&P MidCap 400 Revenue ETF
RWK
|
+$786K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$755K |
Sector Composition
| 1 | Technology | 4.1% |
| 2 | Financials | 0.92% |
| 3 | Communication Services | 0.58% |
| 4 | Healthcare | 0.52% |
| 5 | Consumer Discretionary | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
EOG Resources
EOG
$60.1B
| $201K | 0.02% |
1,916
+10
|
|
||
177
Lionsgate Studios
LION
$2.6B
| $153K | 0.01% |
16,752
|
|
||
|
CWBR
178
DELISTED
CohBar, Inc. Common Stock
CWBR
| $74.4K | 0.01% |
181,490
|
|
||
|
TTRX
179
Turn Therapeutics
TTRX
$140M
| $70.9K | 0.01% |
+18,000
|
|
||
|
SLMT
180
Brera Holdings
SLMT
$170M
| $29.9K | ﹤0.01% |
+16,000
|
|
||
|
PFSA
181
Profusa Inc
PFSA
$7.79M
| $3.07K | ﹤0.01% |
+29,300
|
|
||
182
Palo Alto Networks
PANW
$133B
| – | – |
-1,000
|
|
||
183
JPMorgan Ultra-Short Income ETF
JPST
$35.9B
| – | – |
-10,409
|
|
||
184
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.37B
| – | – |
-22,461
|
|
||
|
IBTF
185
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
| – | – |
-22,062
|
|
||
|
IBDQ
186
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-988,940
|
|
||
|
ELME
187
Elme Communities
ELME
$264M
| – | – |
-17,470
|
|
||
188
WisdomTree US MidCap Dividend Fund
DON
$3.84B
| – | – |
-4,428
|
|
||
|
BSCP
189
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-48,097
|
|
||
190
Abbott
ABT
$217B
| – | – |
-1,650
|
|