RWM

Revisor Wealth Management Portfolio holdings

AUM $290M
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$6.68M
2 +$5.92M
3 +$5.33M
4
MCD icon
McDonald's
MCD
+$5.32M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.75M

Top Sells

1 +$2.04M
2 +$612K
3 +$523K
4
SAIA icon
Saia
SAIA
+$255K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$248K

Sector Composition

1 Technology 14.65%
2 Financials 6.55%
3 Consumer Discretionary 6.36%
4 Industrials 4.65%
5 Consumer Staples 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-11,042