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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$4.06M
3
+$3.93M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.7M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$3.45M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.54%
2 Industrials 4.46%
3 Consumer Staples 4.18%
4 Technology 3.77%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$297K 0.27%
+2,934
102
$294K 0.27%
+1,082
103
$294K 0.27%
+3,911
104
$292K 0.27%
+4,543
105
$289K 0.26%
+1,159
106
$286K 0.26%
+2,131
107
$286K 0.26%
+1,249
108
$286K 0.26%
+3,586
109
$283K 0.26%
+3,753
110
$283K 0.26%
+1,543
111
$282K 0.26%
+11,607
112
$281K 0.26%
+979
113
$279K 0.25%
+3,200
114
$278K 0.25%
+1,122
115
$277K 0.25%
+2,112
116
$276K 0.25%
+1,691
117
$275K 0.25%
+3,407
118
$273K 0.25%
+4,315
119
$273K 0.25%
+5,873
120
$271K 0.25%
+4,211
121
$271K 0.25%
+719
122
$270K 0.25%
+2,404
123
$269K 0.25%
+4,163
124
$266K 0.24%
+1,372
125
$265K 0.24%
+2,772
3 4
5
6 7