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
$374M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.48M
3
+$2.07M
4
TSLA icon
Tesla
TSLA
+$2.04M
5
RDDT icon
Reddit
RDDT
+$1.48M

Top Sells

1
+$921K
2
+$712K
3
+$631K
4
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$414K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$405K

Sector Composition

1 Technology 14.13%
2 Financials 7.29%
3 Consumer Discretionary 6.99%
4 Communication Services 5.45%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
126
Texas Instruments
TXN
$185B
$697K 0.19%
3,758
+1,710
MOS icon
127
The Mosaic Company
MOS
$8.56B
$696K 0.19%
24,726
+5
EMR icon
128
Emerson Electric
EMR
$83.2B
$694K 0.19%
4,691
+158
NDSN icon
129
Nordson
NDSN
$16B
$692K 0.19%
2,545
-284
FTLS icon
130
First Trust Long/Short Equity ETF
FTLS
$2.17B
$690K 0.18%
9,686
+265
CAG icon
131
Conagra Brands
CAG
$9.11B
$689K 0.18%
39,598
+19,236
CTAS icon
132
Cintas
CTAS
$80.8B
$682K 0.18%
3,541
+683
ABBV icon
133
AbbVie
ABBV
$413B
$680K 0.18%
3,093
-288
ICVT icon
134
iShares Convertible Bond ETF
ICVT
$5.48B
$671K 0.18%
6,457
+1,437
PLTR icon
135
Palantir
PLTR
$351B
$668K 0.18%
+4,016
INDA icon
136
iShares MSCI India ETF
INDA
$8.85B
$660K 0.18%
12,470
+7,423
MCK icon
137
McKesson
MCK
$122B
$655K 0.18%
800
+322
ISMD icon
138
Inspire Small/Mid Cap Impact ETF
ISMD
$261M
$654K 0.18%
15,421
+940
PEP icon
139
PepsiCo
PEP
$226B
$654K 0.18%
4,532
+1,027
EIX icon
140
Edison International
EIX
$28.3B
$639K 0.17%
10,506
+4,945
CSCO icon
141
Cisco
CSCO
$313B
$633K 0.17%
8,475
+867
NVS icon
142
Novartis
NVS
$312B
$631K 0.17%
4,457
+2,118
FRT icon
143
Federal Realty Investment Trust
FRT
$9.53B
$618K 0.17%
6,087
-18
BUCK icon
144
Simplify Stable Income ETF
BUCK
$402M
$616K 0.17%
25,952
+15,191
RTX icon
145
RTX Corp
RTX
$277B
$608K 0.16%
3,160
+623
BAC icon
146
Bank of America
BAC
$362B
$606K 0.16%
11,349
+4,500
DTD icon
147
WisdomTree US Total Dividend Fund
DTD
$1.54B
$606K 0.16%
6,963
GLD icon
148
SPDR Gold Trust
GLD
$181B
$605K 0.16%
1,387
+150
BOIL icon
149
ProShares Ultra Bloomberg Natural Gas
BOIL
$81.3M
$605K 0.16%
23,328
+11,404
TFC icon
150
Truist Financial
TFC
$62.5B
$598K 0.16%
+12,160
4 5
6
7 8