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
126
$264K 0.24%
+23,195
127
$262K 0.24%
+4,128
128
$260K 0.24%
+2,627
129
$258K 0.24%
+2,281
130
$257K 0.24%
+2,661
131
$254K 0.23%
+1,537
132
$253K 0.23%
+1,476
133
$252K 0.23%
+12,216
134
$252K 0.23%
+1,119
135
$250K 0.23%
+9,267
136
$248K 0.23%
+773
137
$244K 0.22%
+6,130
138
$242K 0.22%
+3,136
139
$242K 0.22%
+1,093
140
$238K 0.22%
+1,148
141
$229K 0.21%
+9,000
142
$225K 0.21%
+7,069
143
$225K 0.21%
+6,499
144
$224K 0.2%
+4,395
145
$223K 0.2%
+4,318
146
$221K 0.2%
+1,058
147
$219K 0.2%
+532
148
$216K 0.2%
+3,456
149
$208K 0.19%
+11,921
150
$208K 0.19%
+2,004
3 4 5
6
7