RWM

Revisor Wealth Management Portfolio holdings

AUM $374M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.62M
3
+$1.57M
4
WFC icon
Wells Fargo
WFC
+$1.19M
5
JPM icon
JPMorgan Chase
JPM
+$1.18M

Top Sells

1
+$2.96M
2
+$927K
3
+$631K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$556K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$553K

Sector Composition

1 Technology 14.5%
2 Financials 8.11%
3 Consumer Discretionary 6.8%
4 Industrials 5.13%
5 Consumer Staples 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$821K 0.3%
33,113
+5,375
77
$778K 0.28%
+9,469
78
$777K 0.28%
1,911
-54
79
$762K 0.27%
14,860
-15
80
$739K 0.27%
3,783
-126
81
$738K 0.27%
+129
82
$720K 0.26%
8,887
-464
83
$715K 0.26%
7,513
+5,213
84
$710K 0.26%
5,078
-133
85
$696K 0.25%
6,497
-919
86
$696K 0.25%
+630
87
$679K 0.24%
30,304
+12
88
$669K 0.24%
3,750
89
$669K 0.24%
1,493
-552
90
$661K 0.24%
1,171
+409
91
$658K 0.24%
+5,252
92
$655K 0.24%
3,031
-274
93
$644K 0.23%
12,757
+7,551
94
$643K 0.23%
9,300
+1,187
95
$636K 0.23%
3,929
-352
96
$635K 0.23%
1,351
97
$618K 0.22%
+15,622
98
$617K 0.22%
10,475
-517
99
$612K 0.22%
9,419
-46,432
100
$612K 0.22%
+13,459
2 3
4
5 6