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
$225M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$5.92M
3
+$5.33M
4
MCD icon
McDonald's
MCD
+$5.32M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.75M

Top Sells

1
+$2.04M
2
+$612K
3
+$523K
4
SAIA icon
Saia
SAIA
+$255K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$248K

Sector Composition

1 Technology 14.65%
2 Financials 6.55%
3 Consumer Discretionary 6.36%
4 Industrials 4.65%
5 Consumer Staples 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$903K 0.4%
7,590
+4,473
52
$892K 0.4%
5,377
+2,798
53
$860K 0.38%
2,045
+904
54
$848K 0.38%
25,699
+18,459
55
$820K 0.37%
11,390
+7,165
56
$819K 0.36%
3,909
+1,585
57
$810K 0.36%
1,575
-4
58
$800K 0.36%
2,611
+1,499
59
$790K 0.35%
3,389
+2,180
60
$767K 0.34%
+14,875
61
$764K 0.34%
3,064
+2,009
62
$736K 0.33%
3,671
+1,213
63
$722K 0.32%
2,628
+850
64
$720K 0.32%
9,351
+1,297
65
$698K 0.31%
+30,292
66
$679K 0.3%
3,305
+1,478
67
$667K 0.3%
+24,680
68
$649K 0.29%
7,416
+3,658
69
$648K 0.29%
1,965
+1,099
70
$631K 0.28%
+7,040
71
$629K 0.28%
+24,939
72
$629K 0.28%
1,351
+712
73
$612K 0.27%
+27,738
74
$605K 0.27%
+2,467
75
$595K 0.26%
+1,137
1 2
3
4 5