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
$118M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.75M
3
+$2.14M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.75M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.63M

Top Sells

1
+$3.77M
2
+$2.59M
3
+$2.17M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.06M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.74M

Sector Composition

1 Financials 6.14%
2 Industrials 5.9%
3 Technology 5.81%
4 Consumer Staples 4.83%
5 Healthcare 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$368K 0.31%
5,569
+1,404
77
$366K 0.31%
2,537
+680
78
$366K 0.31%
5,583
+1,527
79
$359K 0.31%
7,866
80
$358K 0.3%
1,311
+43
81
$356K 0.3%
735
+79
82
$355K 0.3%
4,623
+524
83
$351K 0.3%
3,058
+460
84
$350K 0.3%
2,512
+185
85
$348K 0.3%
25,189
+5,011
86
$347K 0.3%
+5,772
87
$347K 0.29%
1,360
+117
88
$345K 0.29%
2,872
+248
89
$341K 0.29%
2,427
+262
90
$340K 0.29%
3,519
+341
91
$336K 0.29%
4,728
+929
92
$333K 0.28%
2,414
-15,717
93
$330K 0.28%
4,218
+9
94
$330K 0.28%
3,407
+584
95
$329K 0.28%
+6,831
96
$329K 0.28%
1,578
+282
97
$323K 0.27%
4,275
+526
98
$321K 0.27%
2,653
+678
99
$321K 0.27%
1,870
+310
100
$320K 0.27%
1,236
+144
2 3
4
5 6