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
$225M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$5.92M
3
+$5.33M
4
MCD icon
McDonald's
MCD
+$5.32M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.75M

Top Sells

1
+$2.04M
2
+$612K
3
+$523K
4
SAIA icon
Saia
SAIA
+$255K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$248K

Sector Composition

1 Technology 14.65%
2 Financials 6.55%
3 Consumer Discretionary 6.36%
4 Industrials 4.65%
5 Consumer Staples 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$594K 0.26%
+11,773
77
$593K 0.26%
3,545
+1,567
78
$590K 0.26%
4,281
+1,879
79
$589K 0.26%
2,161
+990
80
$586K 0.26%
5,273
+2,100
81
$580K 0.26%
4,371
+1,701
82
$577K 0.26%
+2,040
83
$573K 0.26%
7,642
+3,873
84
$572K 0.25%
3,659
+1,899
85
$571K 0.25%
5,211
+2,417
86
$556K 0.25%
+1,540
87
$553K 0.25%
+2,937
88
$549K 0.24%
17,707
-3,049
89
$546K 0.24%
+5,116
90
$540K 0.24%
960
+395
91
$530K 0.24%
642
-65
92
$524K 0.23%
2,983
+1,361
93
$523K 0.23%
4,208
+1,742
94
$523K 0.23%
15,267
+6,908
95
$523K 0.23%
1,029
+425
96
$512K 0.23%
+3,061
97
$511K 0.23%
1,687
+710
98
$510K 0.23%
516
+218
99
$509K 0.23%
+4,300
100
$508K 0.23%
26,055
-6,464
2 3
4
5 6