RW

RVW Wealth Portfolio holdings

AUM $1.28B
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$46.3M
3
+$21.5M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$12.6M
5
IYW icon
iShares US Technology ETF
IYW
+$10.2M

Top Sells

1
+$28.5M
2
+$19.3M
3
+$15.8M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$13.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.1M

Sector Composition

1 Technology 3.6%
2 Financials 0.99%
3 Communication Services 0.46%
4 Consumer Discretionary 0.41%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$107M 10.04%
2,774,616
+1,325,860
2
$82.4M 7.76%
892,262
-144,816
3
$67.7M 6.38%
996,174
+680,261
4
$66.5M 6.26%
832,847
-6,492
5
$54.1M 5.09%
1,231,692
+48,856
6
$49.8M 4.69%
882,769
+85,519
7
$47.4M 4.47%
1,518,680
-338,553
8
$37M 3.48%
931,352
-245,076
9
$33.7M 3.17%
575,463
-63,864
10
$27.7M 2.61%
124,856
+6,535
11
$27.4M 2.58%
800,370
+626,264
12
$24.7M 2.33%
1,021,682
+62,096
13
$24.2M 2.28%
963,807
+7,620
14
$23.6M 2.22%
911,129
-134,895
15
$23.4M 2.2%
967,922
+11,878
16
$22.5M 2.11%
889,298
+19,802
17
$21.4M 2.02%
323,171
-81,662
18
$21.1M 1.99%
123,472
-4,758
19
$19.2M 1.81%
830,776
+18,896
20
$18.5M 1.75%
200,451
+136,498
21
$15.7M 1.47%
90,174
-5,613
22
$15M 1.41%
72,841
-3,132
23
$14.9M 1.4%
137,720
-5,672
24
$13.2M 1.25%
241,537
-521,137
25
$12.6M 1.19%
154,093
-56,289
1
2 3 4 5