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
251
$222K 0.08%
+2,521
252
$221K 0.08%
+4,081
253
$217K 0.08%
+7,511
254
$217K 0.08%
+7,337
255
$216K 0.08%
16,677
+6,484
256
$212K 0.08%
+3,524
257
$208K 0.08%
+2,594
258
$208K 0.07%
900
259
$206K 0.07%
+3,528
260
$205K 0.07%
400
-10
261
$205K 0.07%
+3,173
262
$204K 0.07%
+1,914
263
$203K 0.07%
2,821
+260
264
$166K 0.06%
14,354
-806
265
$141K 0.05%
6,140
+2,845
266
$136K 0.05%
30,080
+5,729
267
$114K 0.04%
13,977
+2,402
268
$32.2K 0.01%
+13,455
269
$20.2K 0.01%
+12,648
270
$16.9K 0.01%
+11,909
271
$3.16K ﹤0.01%
+468
272
– –
-12,074
273
– –
-1,795
274
– –
-14,635
275
– –
-7,040
8 9 10
11
12