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
$374M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.48M
3
+$2.07M
4
TSLA icon
Tesla
TSLA
+$2.04M
5
RDDT icon
Reddit
RDDT
+$1.48M

Top Sells

1
+$921K
2
+$712K
3
+$631K
4
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$414K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$405K

Sector Composition

1 Technology 14.13%
2 Financials 7.29%
3 Consumer Discretionary 6.99%
4 Communication Services 5.45%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCRB icon
251
Vanguard Core Bond ETF
VCRB
$5.91B
$281K 0.08%
+3,602
FAST icon
252
Fastenal
FAST
$52.6B
$280K 0.08%
6,297
+565
KVUE icon
253
Kenvue
KVUE
$35B
$280K 0.07%
15,769
-1,804
SWK icon
254
Stanley Black & Decker
SWK
$12.8B
$279K 0.07%
3,360
-52
JSI icon
255
Janus Henderson Securitized Income ETF
JSI
$1.5B
$277K 0.07%
+5,309
LMT icon
256
Lockheed Martin
LMT
$153B
$276K 0.07%
468
-93
TROW icon
257
T. Rowe Price
TROW
$20.5B
$271K 0.07%
2,549
-84
TSLL icon
258
Direxion Daily TSLA Bull 2X Shares
TSLL
$4.78B
$268K 0.07%
14,300
-500
WST icon
259
West Pharmaceutical
WST
$18B
$265K 0.07%
1,069
-98
DHS icon
260
WisdomTree US High Dividend Fund
DHS
$1.45B
$265K 0.07%
2,495
SCHA icon
261
Schwab U.S Small- Cap ETF
SCHA
$20.6B
$265K 0.07%
8,534
-6,947
TMO icon
262
Thermo Fisher Scientific
TMO
$191B
$262K 0.07%
409
BLES icon
263
Inspire Global Hope ETF
BLES
$139M
$260K 0.07%
+5,744
CLX icon
264
Clorox
CLX
$14.7B
$260K 0.07%
2,310
-254
STE icon
265
Steris
STE
$23.8B
$260K 0.07%
1,000
+100
GRID icon
266
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.68B
$258K 0.07%
+1,648
EBAY icon
267
eBay
EBAY
$39.8B
$257K 0.07%
+2,836
HRL icon
268
Hormel Foods
HRL
$13.7B
$256K 0.07%
10,328
+89
IJR icon
269
iShares Core S&P Small-Cap ETF
IJR
$95.3B
$255K 0.07%
1,956
-20
U icon
270
Unity
U
$8.54B
$254K 0.07%
6,024
ATI icon
271
ATI
ATI
$21.8B
$251K 0.07%
+2,048
ARGT icon
272
Global X MSCI Argentina ETF
ARGT
$762M
$250K 0.07%
+2,573
COWG icon
273
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.26B
$249K 0.07%
+6,968
KMB icon
274
Kimberly-Clark
KMB
$34.9B
$247K 0.07%
2,389
-170
INCY icon
275
Incyte
INCY
$19.6B
$247K 0.07%
+2,405
9 10
11
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