Portfolio (Quarterly)
Guide ↗
RVW Wealth, LLC
· CIK 0001756543| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | BSCV | INVESCO BULLTSHR 2031 CRP BND ETF | — | 10,220.0 | $167K | 0.01% | NEW | — | $16.39 | -0.7% |
| 182 | TTRX | Turn Therapeutics Inc. | Healthcare | 18,000.0 | $131K | 0.01% | NEW | — | $7.30 | +29.6% |
| 183 | — | CohBar Inc | — | 181,490.0 | $74K | 0.01% | NEW | — | $0.41 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
44.7%
Financial Services
22.2%
Consumer Cyclical
17.8%
Healthcare
5.7%
Communication Services
3.1%
Utilities
2.7%
Energy
1.4%
Industrials
1.2%
Consumer Defensive
1.1%