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
$118M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.75M
3
+$2.14M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.75M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.63M

Top Sells

1
+$3.77M
2
+$2.59M
3
+$2.17M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.06M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.74M

Sector Composition

1 Financials 6.14%
2 Industrials 5.9%
3 Technology 5.81%
4 Consumer Staples 4.83%
5 Healthcare 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$509K 0.43%
12,237
+3,707
52
$498K 0.42%
14,857
53
$497K 0.42%
+20,667
54
$475K 0.4%
3,041
+339
55
$474K 0.4%
8,468
+1,530
56
$469K 0.4%
2,395
-3,380
57
$462K 0.39%
2,973
-24,236
58
$460K 0.39%
+15,125
59
$452K 0.38%
2,110
+33
60
$431K 0.37%
19,924
+7,848
61
$429K 0.36%
1,174
+317
62
$427K 0.36%
2,522
+294
63
$423K 0.36%
17,650
+5,932
64
$421K 0.36%
1,131
+176
65
$419K 0.36%
1,898
+274
66
$406K 0.35%
2,722
67
$403K 0.34%
1,675
+323
68
$398K 0.34%
4,340
+847
69
$392K 0.33%
1,046
+289
70
$385K 0.33%
5,947
+660
71
$384K 0.33%
1,666
+83
72
$379K 0.32%
2,922
+676
73
$378K 0.32%
8,115
74
$376K 0.32%
1,426
+202
75
$372K 0.32%
537
+38
1 2
3
4 5