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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$4.06M
3
+$3.93M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.7M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$3.45M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.54%
2 Industrials 4.46%
3 Consumer Staples 4.18%
4 Technology 3.77%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$357K 0.33%
+20,374
77
$350K 0.32%
+7,866
78
$344K 0.31%
+3,068
79
$341K 0.31%
+1,496
80
$330K 0.3%
+2,172
81
$330K 0.3%
+1,970
82
$327K 0.3%
+2,824
83
$325K 0.3%
+4,213
84
$323K 0.3%
+3,882
85
$320K 0.29%
+925
86
$317K 0.29%
+5,738
87
$315K 0.29%
+13,947
88
$311K 0.28%
+1,399
89
$310K 0.28%
+2,815
90
$310K 0.28%
+9,540
91
$310K 0.28%
+16,078
92
$309K 0.28%
+2,313
93
$309K 0.28%
+1,952
94
$308K 0.28%
+3,507
95
$308K 0.28%
+1,858
96
$307K 0.28%
+6,098
97
$304K 0.28%
+883
98
$301K 0.27%
+682
99
$299K 0.27%
+4,322
100
$297K 0.27%
+12,182
2 3
4
5 6