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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
$457M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$2.65M
3
+$2M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.15M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.11M

Top Sells

1
+$6.6M
2
+$5.02M
3
+$4.27M
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.99M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$316K

Sector Composition

1 Technology 1.83%
2 Communication Services 0.44%
3 Healthcare 0.39%
4 Financials 0.3%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.9M 8.06%
439,654
+9,178
2
$32M 7.01%
761,336
+10,327
3
$22.2M 4.86%
868,631
+36,088
4
$20.6M 4.51%
425,009
+452
5
$18.8M 4.12%
519,220
+8,044
6
$18.8M 4.11%
186,096
-628
7
$18.1M 3.95%
262,071
+1,944
8
$17.9M 3.91%
354,665
-99,410
9
$17.8M 3.88%
691,141
+103,235
10
$17.2M 3.76%
171,624
-1,526
11
$17M 3.72%
673,367
+21,244
12
$15.5M 3.38%
41,177
+1,035
13
$14.6M 3.19%
584,276
+46,198
14
$13.7M 2.99%
379,863
+11,711
15
$13.1M 2.86%
258,414
-1,626
16
$10.9M 2.39%
323,865
+11,358
17
$10.8M 2.36%
425,771
+43,795
18
$10.3M 2.25%
322,288
+29,521
19
$10M 2.19%
179,838
+12,738
20
$9.99M 2.19%
175,076
+9,863
21
$9.88M 2.16%
173,428
+7,680
22
$9.85M 2.15%
379,614
+357,652
23
$6.69M 1.46%
91,104
-66,408
24
$6.45M 1.41%
30,342
-1,421
25
$6.4M 1.4%
39,117
+1,156
1
2 3 4