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
101
$610K 0.22%
2,737
+462
102
$608K 0.22%
18,013
+306
103
$599K 0.22%
2,609
+1,155
104
$597K 0.22%
5,014
+579
105
$597K 0.22%
13,966
+7,713
106
$596K 0.21%
15,992
+725
107
$592K 0.21%
7,979
+2,454
108
$587K 0.21%
3,088
+105
109
$584K 0.21%
3,780
+235
110
$580K 0.21%
11,621
-152
111
$576K 0.21%
2,532
-2,123
112
$571K 0.21%
+5,062
113
$570K 0.21%
8,106
+839
114
$565K 0.2%
714
+72
115
$561K 0.2%
22,771
-2,168
116
$560K 0.2%
134,677
+122,714
117
$556K 0.2%
+2,517
118
$544K 0.2%
5,190
+890
119
$542K 0.2%
8,205
+4,238
120
$540K 0.19%
4,048
-323
121
$539K 0.19%
5,255
-18
122
$537K 0.19%
3,747
+463
123
$535K 0.19%
+5,754
124
$534K 0.19%
2,001
+86
125
$534K 0.19%
5,575
+1,477
3 4
5
6 7