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
SHW icon
26
Sherwin-Williams
SHW
$88.2B
$2.9M 0.78%
8,337
+789
SCHF icon
27
Schwab International Equity ETF
SCHF
$61.6B
$2.87M 0.77%
116,585
+58,074
IGIB icon
28
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$2.84M 0.76%
52,697
-1,771
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.04T
$2.7M 0.72%
5,503
+1,191
IAGG icon
30
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$2.7M 0.72%
53,756
+2,002
SLV icon
31
iShares Silver Trust
SLV
$46.5B
$2.68M 0.72%
35,343
+16,259
PM icon
32
Philip Morris
PM
$286B
$2.67M 0.71%
16,130
+8,076
XOM icon
33
Exxon Mobil
XOM
$643B
$2.58M 0.69%
20,043
+5,934
SPY icon
34
State Street SPDR S&P 500 ETF Trust
SPY
$695B
$2.53M 0.68%
3,670
+1,124
VIG icon
35
Vanguard Dividend Appreciation ETF
VIG
$105B
$2.4M 0.64%
10,832
+6,441
BIV icon
36
Vanguard Intermediate-Term Bond ETF
BIV
$28.1B
$2.35M 0.63%
30,303
-1,865
JMIA
37
Jumia Technologies
JMIA
$966M
$2.35M 0.63%
185,350
BDX icon
38
Becton Dickinson
BDX
$50.2B
$2.24M 0.6%
11,167
+4,430
MDT icon
39
Medtronic
MDT
$126B
$2.17M 0.58%
21,939
+9,044
RCL icon
40
Royal Caribbean
RCL
$81.4B
$2.16M 0.58%
7,554
+142
JPST icon
41
JPMorgan Ultra-Short Income ETF
JPST
$37.3B
$2.14M 0.57%
42,235
+13,008
MGV icon
42
Vanguard Mega Cap Value ETF
MGV
$11.7B
$1.94M 0.52%
13,214
+134
LAC
43
Lithium Americas
LAC
$1.55B
$1.92M 0.51%
366,418
+202,594
ENB icon
44
Enbridge
ENB
$118B
$1.89M 0.51%
39,703
+19,528
KO icon
45
Coca-Cola
KO
$345B
$1.88M 0.5%
26,362
+8,570
VTI icon
46
Vanguard Total Stock Market ETF
VTI
$583B
$1.83M 0.49%
5,410
+1,843
GSK icon
47
GSK
GSK
$117B
$1.67M 0.45%
34,266
+17,183
VWO icon
48
Vanguard FTSE Emerging Markets ETF
VWO
$115B
$1.67M 0.45%
29,601
+236
VB icon
49
Vanguard Small-Cap ETF
VB
$74.3B
$1.59M 0.42%
5,844
+1,919
CMCSA icon
50
Comcast
CMCSA
$111B
$1.58M 0.42%
53,280
+22,501
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