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
$108M
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$799K
3
+$579K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$523K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$477K

Top Sells

1
+$7.71M
2
+$2.8M
3
+$1.74M
4
AAPL icon
Apple
AAPL
+$1.68M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.58M

Sector Composition

1 Technology 17.99%
2 Financials 4.51%
3 Industrials 3.64%
4 Consumer Discretionary 3.54%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$292K 0.27%
15,807
-9,863
77
$289K 0.27%
1,978
-1,001
78
$286K 0.26%
2,402
-949
79
$286K 0.26%
3,769
-1,710
80
$274K 0.25%
1,960
-847
81
$270K 0.25%
2,265
-839
82
$270K 0.25%
639
-359
83
$269K 0.25%
977
-443
84
$268K 0.25%
1,055
-532
85
$266K 0.25%
4,225
-3,290
86
$263K 0.24%
771
-363
87
$262K 0.24%
+3,341
88
$258K 0.24%
9,675
+675
89
$257K 0.24%
2,196
-641
90
$255K 0.24%
558
-485
91
$254K 0.23%
2,466
-1,005
92
$253K 0.23%
4,752
-1,033
93
$250K 0.23%
7,240
-14,481
94
$248K 0.23%
3,357
-2,762
95
$244K 0.23%
1,029
-347
96
$242K 0.22%
2,180
-817
97
$240K 0.22%
822
-502
98
$240K 0.22%
457
-196
99
$238K 0.22%
2,632
-1,131
100
$238K 0.22%
1,474
-729
2 3
4
5 6