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
51
$491K 0.45%
+2,269
52
$482K 0.44%
+963
53
$473K 0.43%
+2,366
54
$472K 0.43%
+28,976
55
$470K 0.43%
+18,458
56
$469K 0.43%
+2,956
57
$461K 0.42%
+8,813
58
$459K 0.42%
+2,400
59
$450K 0.41%
+7,258
60
$450K 0.41%
+2,904
61
$449K 0.41%
+2,722
62
$436K 0.4%
+2,737
63
$427K 0.39%
+8,697
64
$419K 0.38%
+1,498
65
$414K 0.38%
+876
66
$412K 0.38%
+2,667
67
$407K 0.37%
+12,489
68
$401K 0.37%
+8,562
69
$391K 0.36%
+2,147
70
$380K 0.35%
+552
71
$377K 0.34%
+1,548
72
$376K 0.34%
+3,560
73
$368K 0.34%
+4,431
74
$367K 0.34%
+1,032
75
$361K 0.33%
+8,115
1 2
3
4 5