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
AMP icon
276
Ameriprise Financial
AMP
$41.4B
$247K 0.07%
486
ETHV
277
VanEck Ethereum ETF
ETHV
$134M
$246K 0.07%
5,718
+1,016
IDLV icon
278
Invesco S&P International Developed Low Volatility ETF
IDLV
$367M
$246K 0.07%
7,167
-1,104
PFM icon
279
Invesco Dividend Achievers ETF
PFM
$762M
$246K 0.07%
4,664
XLV icon
280
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
$240K 0.06%
+1,524
BF.B icon
281
Brown-Forman Class B
BF.B
$13.4B
$237K 0.06%
8,484
+292
NEM icon
282
Newmont
NEM
$126B
$236K 0.06%
+2,066
PSIX
283
Power Solutions International
PSIX
$1.83B
$234K 0.06%
+3,432
SHYD icon
284
VanEck Short High Yield Muni ETF
SHYD
$423M
$233K 0.06%
10,151
-7,758
ERIE icon
285
Erie Indemnity
ERIE
$12.8B
$233K 0.06%
815
-142
JD icon
286
JD.com
JD
$43.2B
$232K 0.06%
+7,894
NET icon
287
Cloudflare
NET
$70.7B
$232K 0.06%
1,337
CDE icon
288
Coeur Mining
CDE
$21.1B
$230K 0.06%
+10,597
DE icon
289
Deere & Co
DE
$159B
$227K 0.06%
+450
FDS icon
290
Factset
FDS
$8.48B
$227K 0.06%
784
-8
TWLO icon
291
Twilio
TWLO
$21.2B
$226K 0.06%
+1,679
IMCV icon
292
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.02B
$225K 0.06%
2,628
-608
NUEM icon
293
Nuveen ESG Emerging Markets Equity ETF
NUEM
$370M
$223K 0.06%
5,869
TTC icon
294
Toro Company
TTC
$9.01B
$222K 0.06%
+2,501
AIRR icon
295
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.39B
$219K 0.06%
+1,924
FMB icon
296
First Trust Managed Municipal ETF
FMB
$2.01B
$218K 0.06%
4,243
-7,378
STRL icon
297
Sterling Infrastructure
STRL
$14.2B
$217K 0.06%
+647
AMD icon
298
Advanced Micro Devices
AMD
$454B
$216K 0.06%
+855
IWP icon
299
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$216K 0.06%
+1,538
GVIP icon
300
Goldman Sachs Hedge Industry VIP ETF
GVIP
$498M
$215K 0.06%
+1,362
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