RWM

Revisor Wealth Management Portfolio holdings

AUM $374M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.62M
3
+$1.57M
4
WFC icon
Wells Fargo
WFC
+$1.19M
5
JPM icon
JPMorgan Chase
JPM
+$1.18M

Top Sells

1
+$2.96M
2
+$927K
3
+$631K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$556K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$553K

Sector Composition

1 Technology 14.5%
2 Financials 8.11%
3 Consumer Discretionary 6.8%
4 Industrials 5.13%
5 Consumer Staples 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$268K 0.1%
+2,198
227
$267K 0.1%
+1,350
228
$267K 0.1%
3,428
-160
229
$267K 0.1%
8,679
-371
230
$265K 0.1%
1,188
-40
231
$264K 0.1%
+5,074
232
$264K 0.1%
486
233
$263K 0.09%
9,006
+376
234
$261K 0.09%
2,909
+288
235
$261K 0.09%
+755
236
$259K 0.09%
2,269
-424
237
$255K 0.09%
+3,305
238
$255K 0.09%
3,035
-588
239
$252K 0.09%
+2,691
240
$246K 0.09%
2,495
241
$246K 0.09%
853
242
$243K 0.09%
+1,337
243
$238K 0.09%
+4,201
244
$234K 0.08%
4,649
-55
245
$234K 0.08%
+1,308
246
$234K 0.08%
503
-6
247
$232K 0.08%
2,583
+30
248
$230K 0.08%
+7,688
249
$228K 0.08%
4,664
250
$225K 0.08%
+579
8 9
10
11 12