RWM

Revisor Wealth Management Portfolio holdings

AUM $374M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.62M
3
+$1.57M
4
WFC icon
Wells Fargo
WFC
+$1.19M
5
JPM icon
JPMorgan Chase
JPM
+$1.18M

Top Sells

1
+$2.96M
2
+$927K
3
+$631K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$556K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$553K

Sector Composition

1 Technology 14.5%
2 Financials 8.11%
3 Consumer Discretionary 6.8%
4 Industrials 5.13%
5 Consumer Staples 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.38%
1,675
+715
52
$1.05M 0.38%
35,384
-4,078
53
$1.05M 0.38%
3,651
-96
54
$1M 0.36%
3,527
-522
55
$988K 0.36%
6,232
-33
56
$979K 0.35%
4,297
+908
57
$979K 0.35%
+27,382
58
$966K 0.35%
3,265
+1,713
59
$963K 0.35%
5,392
+1,733
60
$960K 0.35%
1,669
+94
61
$945K 0.34%
35,362
62
$941K 0.34%
25,699
63
$941K 0.34%
3,592
+528
64
$938K 0.34%
3,709
+38
65
$933K 0.34%
3,387
+326
66
$887K 0.32%
24,680
67
$886K 0.32%
11,367
+3,725
68
$873K 0.32%
3,709
+1,653
69
$872K 0.31%
+19,596
70
$871K 0.31%
2,864
+703
71
$864K 0.31%
2,826
+215
72
$853K 0.31%
6,778
+2,910
73
$846K 0.31%
7,161
+3,466
74
$839K 0.3%
5,316
-61
75
$825K 0.3%
185,350
1 2
3
4 5