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
$160M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$1.61M
3
+$939K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$870K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$829K

Top Sells

1
+$4.01M
2
+$2.45M
3
+$973K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$959K
5
AAPL icon
Apple
AAPL
+$877K

Sector Composition

1 Technology 14.33%
2 Industrials 6.21%
3 Financials 5.49%
4 Consumer Staples 4.57%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$454K 0.28%
2,370
-14
77
$453K 0.28%
2,664
-93
78
$441K 0.28%
2,934
+97
79
$440K 0.27%
1,589
+55
80
$439K 0.27%
2,979
+127
81
$437K 0.27%
3,794
-615
82
$433K 0.27%
1,134
-99
83
$429K 0.27%
413
-45
84
$428K 0.27%
5,479
+250
85
$426K 0.27%
1,678
+141
86
$426K 0.27%
+14,982
87
$425K 0.27%
+17,601
88
$424K 0.27%
739
-209
89
$416K 0.26%
1,587
+82
90
$414K 0.26%
3,953
+35
91
$411K 0.26%
3,104
+290
92
$410K 0.26%
1,420
-37
93
$408K 0.25%
16,644
-1,062
94
$403K 0.25%
954
-597
95
$403K 0.25%
1,324
-56
96
$400K 0.25%
988
+20
97
$396K 0.25%
2,837
+463
98
$394K 0.25%
2,997
+93
99
$391K 0.24%
1,464
-157
100
$391K 0.24%
3,763
-73
2 3
4
5 6