RWM

Revisor Wealth Management Portfolio holdings

AUM $290M
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$4.06M
3
+$3.93M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.7M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$3.45M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.54%
2 Industrials 4.46%
3 Consumer Staples 4.18%
4 Technology 3.77%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.92%
+20,055
27
$967K 0.88%
+34,800
28
$915K 0.84%
+4,826
29
$903K 0.83%
+5,478
30
$856K 0.78%
+2,771
31
$815K 0.75%
+7,892
32
$764K 0.7%
+15,601
33
$763K 0.7%
+33,189
34
$762K 0.7%
+3,593
35
$745K 0.68%
+37,410
36
$722K 0.66%
+5,838
37
$673K 0.62%
+28,692
38
$671K 0.61%
+6,644
39
$662K 0.61%
+4,451
40
$649K 0.59%
+6,260
41
$642K 0.59%
+20,535
42
$638K 0.58%
+5,821
43
$622K 0.57%
+2,757
44
$616K 0.56%
+7,485
45
$595K 0.54%
+28,593
46
$591K 0.54%
+33,978
47
$553K 0.51%
+3,866
48
$534K 0.49%
+15,956
49
$521K 0.48%
+12,890
50
$512K 0.47%
+13,992
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