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
$160M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$1.61M
3
+$939K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$870K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$829K

Top Sells

1
+$4.01M
2
+$2.45M
3
+$973K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$959K
5
AAPL icon
Apple
AAPL
+$877K

Sector Composition

1 Technology 14.33%
2 Industrials 6.21%
3 Financials 5.49%
4 Consumer Staples 4.57%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$296K 0.19%
2,082
-166
127
$295K 0.18%
2,677
-308
128
$295K 0.18%
7,260
129
$293K 0.18%
3,469
-388
130
$293K 0.18%
7,029
131
$291K 0.18%
14,426
+1,751
132
$286K 0.18%
+3,016
133
$285K 0.18%
1,184
+58
134
$280K 0.17%
1,641
+47
135
$278K 0.17%
3,181
+330
136
$278K 0.17%
2,294
-23
137
$274K 0.17%
4,594
+136
138
$274K 0.17%
+640
139
$272K 0.17%
+2,164
140
$271K 0.17%
3,000
141
$267K 0.17%
5,434
+552
142
$264K 0.16%
1,005
+20
143
$262K 0.16%
2,406
+14
144
$262K 0.16%
1,077
+97
145
$259K 0.16%
+5,785
146
$254K 0.16%
+2,098
147
$252K 0.16%
10,895
+710
148
$250K 0.16%
2,199
+403
149
$248K 0.16%
+4,036
150
$247K 0.15%
2,748
-166
4 5
6
7 8