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Relative Strength Managed Volatility Strategy (RSMV) ETF Holdings & Analysis
ETFOther
What RSMV does
This actively managed exchange-traded fund (ETF), known as RSMV, aims to fulfill its investment mandate primarily by allocating capital to the equity shares of U.S.-based growth companies. While its principal focus is on established large-market-capitalization issuers, the fund retains the flexibility to incorporate smaller enterprises into its portfolio when deemed appropriate.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| iShares Core U.S. Aggregate Bond ETF | 12.99% | |
| State Street SPDR Portfolio Short Term Treasury ETF | 5.07% | |
| Merck & Co Inc | 3.41% | |
| Microsoft Corp | 3.20% | |
| Chevron Corp | 3.17% | |
| Thermo Fisher Scientific Inc | 3.14% | |
| Visa Inc | 3.14% | |
| Procter & Gamble Co/The | 3.14% | |
| Mastercard Inc | 3.11% | |
| AbbVie Inc | 3.11% |
Sector allocation
| Communication Services | 9.08% |
| Consumer Cyclical | 2.53% |
| Consumer Defensive | 9.41% |
| Financial Services | 25.07% |
| Healthcare | 15.37% |
| Industrials | 8.98% |
| Technology | 29.56% |
Geographic allocation
| United States | 99.60% |
| Other | 0.40% |
PortView Portfolio Insights
PortView analyzes how RSMV fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze RSMV in PortView →Related securities
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Frequently asked questions
- What does RSMV track?
- RSMV is the Relative Strength Managed Volatility Strategy ETF, a Other ETF.
- What is the expense ratio of RSMV?
- Expense ratio data for RSMV is shown on the page when available from our data provider.
- What are the largest holdings in RSMV?
- Top holdings include AGG, SPTS, MRK, MSFT, CVX.
- How can PortView analyze RSMV overlap with other ETFs?
- PortView computes the holdings overlap between RSMV and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.