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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
$895M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$11.3M
3
+$7.82M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$5.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.43M

Top Sells

1
+$16M
2
+$14.5M
3
+$11.7M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$4.08M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3M

Sector Composition

1 Technology 1.98%
2 Consumer Discretionary 0.87%
3 Communication Services 0.63%
4 Financials 0.46%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.8M 4.9%
750,171
+56,452
2
$41.5M 4.63%
517,192
+38,230
3
$39.2M 4.38%
594,903
+2,281
4
$39M 4.35%
267,707
+10,878
5
$37.6M 4.2%
478,374
-14,056
6
$34.6M 3.86%
365,135
-1,891
7
$34.1M 3.81%
194,737
+6,117
8
$33M 3.68%
331,677
-6,459
9
$30.4M 3.39%
382,097
+41,108
10
$29.1M 3.25%
591,142
+19,705
11
$25.9M 2.89%
407,900
-319
12
$25.1M 2.8%
550,798
+17,284
13
$24.6M 2.75%
475,175
+5,368
14
$24M 2.68%
934,641
-55,961
15
$23.3M 2.6%
880,355
-76,061
16
$23M 2.57%
885,597
-52,443
17
$21.7M 2.42%
365,921
+11,773
18
$20.8M 2.33%
828,291
-24,534
19
$19.7M 2.2%
287,067
+5,907
20
$19M 2.12%
728,317
+433,435
21
$18.8M 2.1%
103,162
-12,651
22
$17.8M 1.99%
222,579
+7,187
23
$17.2M 1.92%
441,526
+427,953
24
$16.2M 1.81%
376,676
+11,963
25
$16.1M 1.8%
90,618
-1,096
1
2 3 4 5