RWM
Revisor Wealth Management Portfolio holdings
AUM
$290M
1-Year Est. Return
13.97%
1 Year Est. Return
+13.97%
AUM
$277M
AUM Growth
+$52.5M
(+23%)
Holding
283
Top Buys
| 1 | +$2.86M | |
| 2 | +$1.64M | |
| 3 | +$1.59M | |
| 4 |
Wells Fargo
WFC
|
+$1.36M |
| 5 |
JPMorgan Chase
JPM
|
+$1.34M |
Top Sells
| 1 | +$3.02M | |
| 2 | +$941K | |
| 3 | +$631K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$556K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
276
iShares Russell 1000 Value ETF
IWD
$64.4B
| – | – |
-2,937
|
|
||
277
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.85B
| – | – |
-14,000
|
|
||
278
General Motors
GM
$55.6B
| – | – |
-4,716
|
|
||
279
First Trust Value Line Dividend Fund
FVD
$9B
| – | – |
-5,672
|
|
||
280
First Trust Capital Strength ETF
FTCS
$8.4B
| – | – |
-7,040
|
|
||
281
Fidelity International Value Factor ETF
FIVA
$272M
| – | – |
-14,635
|
|
||
282
CorVel
CRVL
$3.67B
| – | – |
-1,795
|
|
||
|
CRON
283
Cronos Group
CRON
$954M
| – | – |
-12,074
|
|