RW
RVW Wealth Portfolio holdings
AUM
$1.31B
1-Year Est. Return
16.16%
1 Year Est. Return
+16.16%
AUM
$1.28B
AUM Growth
+$103M
(+8.8%)
Holding
179
Top Buys
| 1 | +$7.67M | |
| 2 | +$6.05M | |
| 3 | +$2.16M | |
| 4 |
NVIDIA
NVDA
|
+$2.11M |
| 5 |
Apple
AAPL
|
+$1.96M |
Top Sells
| 1 | +$3.96M | |
| 2 | +$502K | |
| 3 | +$491K | |
| 4 |
Avantis International Equity ETF
AVDE
|
+$457K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
CWBR
176
DELISTED
CohBar, Inc. Common Stock
CWBR
| $74.4K | 0.01% |
181,490
|
|
||
177
Procter & Gamble
PG
$342B
| – | – |
-1,323
|
|
||
178
Honeywell
HON
$135B
| – | – |
-900
|
|
||
179
Elevance Health
ELV
$82.9B
| – | – |
-695
|
|