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
$160M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$1.61M
3
+$939K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$870K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$829K

Top Sells

1
+$4.01M
2
+$2.45M
3
+$973K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$959K
5
AAPL icon
Apple
AAPL
+$877K

Sector Composition

1 Technology 14.33%
2 Industrials 6.21%
3 Financials 5.49%
4 Consumer Staples 4.57%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$608K 0.38%
17,460
+4,212
52
$603K 0.38%
7,311
-102
53
$589K 0.37%
6,022
+420
54
$580K 0.36%
12,124
-764
55
$570K 0.36%
3,382
+392
56
$568K 0.36%
4,433
57
$561K 0.35%
+21,345
58
$550K 0.34%
2,673
-115
59
$547K 0.34%
7,133
60
$540K 0.34%
7,515
-319
61
$528K 0.33%
25,670
-540
62
$508K 0.32%
2,528
-206
63
$506K 0.32%
7,977
-484
64
$502K 0.31%
13,358
+1,949
65
$501K 0.31%
4,483
-177
66
$498K 0.31%
13,132
-1,952
67
$488K 0.3%
944
-38
68
$476K 0.3%
998
-21
69
$474K 0.3%
1,799
-146
70
$472K 0.3%
1,208
-19
71
$472K 0.3%
4,318
+45
72
$468K 0.29%
1,834
73
$463K 0.29%
4,058
-143
74
$463K 0.29%
2,092
-157
75
$456K 0.29%
1,043
+304
1 2
3
4 5