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
$277M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.62M
3
+$1.57M
4
WFC icon
Wells Fargo
WFC
+$1.19M
5
JPM icon
JPMorgan Chase
JPM
+$1.18M

Top Sells

1
+$2.96M
2
+$927K
3
+$631K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$556K
5
IWD icon
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
26
$2.14M 0.77%
6,894
-34
27
$2.06M 0.74%
7,096
+4,629
28
$1.79M 0.64%
13,449
-1,303
29
$1.76M 0.64%
9,931
+1,181
30
$1.68M 0.61%
17,756
+548
31
$1.67M 0.6%
33,682
-5,933
32
$1.66M 0.6%
6,781
+415
33
$1.63M 0.59%
62,250
-688
34
$1.54M 0.56%
13,439
+5,849
35
$1.46M 0.53%
4,106
+836
36
$1.45M 0.52%
5,133
-126
37
$1.42M 0.51%
7,808
+6,379
38
$1.41M 0.51%
14,193
+87
39
$1.4M 0.5%
2,230
+226
40
$1.38M 0.5%
66,129
-557
41
$1.36M 0.49%
+16,473
42
$1.25M 0.45%
17,964
+6,574
43
$1.25M 0.45%
4,042
+1,414
44
$1.24M 0.45%
6,088
+101
45
$1.2M 0.43%
13,432
+8,361
46
$1.14M 0.41%
2,046
-633
47
$1.12M 0.4%
3,441
+26
48
$1.11M 0.4%
6,233
+4,148
49
$1.08M 0.39%
21,969
+2,821
50
$1.07M 0.39%
45,345
-39,844
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