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
$225M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$5.92M
3
+$5.33M
4
MCD icon
McDonald's
MCD
+$5.32M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.75M

Top Sells

1
+$2.04M
2
+$612K
3
+$523K
4
SAIA icon
Saia
SAIA
+$255K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$248K

Sector Composition

1 Technology 14.65%
2 Financials 6.55%
3 Consumer Discretionary 6.36%
4 Industrials 4.65%
5 Consumer Staples 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.8%
39,615
+9,709
27
$1.74M 0.77%
34,825
+14,433
28
$1.56M 0.7%
2,711
+492
29
$1.53M 0.68%
+62,938
30
$1.53M 0.68%
+7,425
31
$1.51M 0.67%
17,208
+8,923
32
$1.41M 0.63%
6,366
+1,328
33
$1.35M 0.6%
8,750
+4,265
34
$1.35M 0.6%
66,686
+42,347
35
$1.32M 0.59%
5,259
+1,765
36
$1.26M 0.56%
2,679
+1,204
37
$1.16M 0.51%
3,315
+2,544
38
$1.15M 0.51%
3,270
+897
39
$1.12M 0.5%
2,004
+1,502
40
$1.12M 0.5%
5,987
+1,766
41
$1.09M 0.48%
39,462
-1,048
42
$1.07M 0.47%
6,265
+4,125
43
$1.05M 0.47%
4,049
+323
44
$1.02M 0.45%
+14,106
45
$950K 0.42%
19,148
+9,961
46
$946K 0.42%
35,362
+25,687
47
$937K 0.42%
4,655
+2,676
48
$931K 0.41%
3,747
+2,390
49
$919K 0.41%
+3,415
50
$913K 0.41%
17,879
+13,569
1
2
3 4 5