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
$108M
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$799K
3
+$579K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$523K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$477K

Top Sells

1
+$7.71M
2
+$2.8M
3
+$1.74M
4
AAPL icon
Apple
AAPL
+$1.68M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.58M

Sector Composition

1 Technology 17.99%
2 Financials 4.51%
3 Industrials 3.64%
4 Consumer Discretionary 3.54%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$418K 0.39%
3,273
-1,160
52
$416K 0.38%
2,324
-1,797
53
$410K 0.38%
2,458
-4,912
54
$392K 0.36%
16,297
-347
55
$377K 0.35%
3,758
-2,264
56
$375K 0.35%
2,579
-2,115
57
$370K 0.34%
8,248
-9,212
58
$359K 0.33%
2,140
-3,361
59
$346K 0.32%
2,794
-1,524
60
$337K 0.31%
1,827
-846
61
$335K 0.31%
3,117
-3,095
62
$335K 0.31%
1,760
-206
63
$333K 0.31%
565
-944
64
$328K 0.3%
3,173
-1,310
65
$327K 0.3%
1,112
-477
66
$314K 0.29%
8,359
-4,773
67
$313K 0.29%
298
-115
68
$313K 0.29%
866
-342
69
$307K 0.28%
1,171
-916
70
$306K 0.28%
1,622
-748
71
$306K 0.28%
2,670
-1,388
72
$304K 0.28%
1,357
-735
73
$303K 0.28%
604
-340
74
$299K 0.28%
1,209
-1,538
75
$294K 0.27%
502
-237
1 2
3
4 5