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
$118M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.75M
3
+$2.14M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.75M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.63M

Top Sells

1
+$3.77M
2
+$2.59M
3
+$2.17M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.06M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.74M

Sector Composition

1 Financials 6.14%
2 Industrials 5.9%
3 Technology 5.81%
4 Consumer Staples 4.83%
5 Healthcare 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$261K 0.22%
2,266
-1,786
127
$256K 0.22%
3,875
+74
128
$254K 0.22%
8,073
-1,464
129
$253K 0.22%
4,386
+435
130
$253K 0.21%
+7,700
131
$247K 0.21%
16,404
+4,740
132
$245K 0.21%
560
-280
133
$236K 0.2%
+1,920
134
$232K 0.2%
+8,109
135
$232K 0.2%
2,772
+139
136
$229K 0.19%
2,227
+460
137
$226K 0.19%
+4,434
138
$223K 0.19%
544
+100
139
$222K 0.19%
+994
140
$220K 0.19%
2,912
-744
141
$219K 0.19%
+509
142
$215K 0.18%
4,784
+1,924
143
$213K 0.18%
12,916
+4,433
144
$212K 0.18%
+4,465
145
$211K 0.18%
+3,476
146
$206K 0.18%
+2,397
147
$206K 0.17%
+2,871
148
$205K 0.17%
17,622
+5,641
149
$203K 0.17%
11,607
150
$199K 0.17%
+10,888
4 5
6
7 8