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
WMT icon
51
Walmart Inc
WMT
$1.01T
$1.56M 0.42%
13,384
-3,494
TSM icon
52
TSMC
TSM
$1.83T
$1.56M 0.42%
4,926
+2,077
OMC icon
53
Omnicom Group
OMC
$26.3B
$1.54M 0.41%
19,294
+8,972
V icon
54
Visa
V
$611B
$1.49M 0.4%
4,470
+650
LAMR icon
55
Lamar Advertising Co
LAMR
$14.1B
$1.48M 0.39%
11,512
+5,798
SCHX icon
56
Schwab US Large- Cap ETF
SCHX
$63.4B
$1.47M 0.39%
54,315
-9,265
SYY icon
57
Sysco
SYY
$42.3B
$1.44M 0.39%
19,042
+6,687
BOXX icon
58
Alpha Architect 1-3 Month Box ETF
BOXX
$10.1B
$1.44M 0.39%
12,493
+6,575
AXP icon
59
American Express
AXP
$209B
$1.41M 0.38%
3,835
+281
EELV icon
60
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$433M
$1.4M 0.38%
48,907
-4,221
VTEB icon
61
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
$1.37M 0.37%
27,234
+5,518
LYG icon
62
Lloyds Banking Group
LYG
$77.8B
$1.37M 0.37%
252,396
+126,621
VOO icon
63
Vanguard S&P 500 ETF
VOO
$845B
$1.37M 0.37%
2,162
+759
DFP
64
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$442M
$1.33M 0.36%
62,076
-1,542
DUK icon
65
Duke Energy
DUK
$102B
$1.29M 0.35%
10,984
+3,835
GPC icon
66
Genuine Parts
GPC
$16B
$1.27M 0.34%
9,677
+3,228
QQQ icon
67
Invesco QQQ Trust
QQQ
$393B
$1.26M 0.34%
2,182
+704
VBR icon
68
Vanguard Small-Cap Value ETF
VBR
$33.9B
$1.25M 0.34%
5,529
-93
SCHD icon
69
Schwab US Dividend Equity ETF
SCHD
$85.3B
$1.23M 0.33%
+43,300
FBTC icon
70
Fidelity Wise Origin Bitcoin Fund
FBTC
$8.98B
$1.23M 0.33%
15,816
+3,984
EWZ icon
71
iShares MSCI Brazil ETF
EWZ
$9.14B
$1.22M 0.33%
34,990
+27,377
UNH icon
72
UnitedHealth
UNH
$260B
$1.21M 0.33%
3,431
-8
VUG icon
73
Vanguard Growth ETF
VUG
$193B
$1.21M 0.32%
2,505
+1,752
GD icon
74
General Dynamics
GD
$98.7B
$1.21M 0.32%
3,392
+817
SBUX icon
75
Starbucks
SBUX
$109B
$1.21M 0.32%
13,314
+5,637
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3
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