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
$225M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$5.92M
3
+$5.33M
4
MCD icon
McDonald's
MCD
+$5.32M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.75M

Top Sells

1
+$2.04M
2
+$612K
3
+$523K
4
SAIA icon
Saia
SAIA
+$255K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$248K

Sector Composition

1 Technology 14.65%
2 Financials 6.55%
3 Consumer Discretionary 6.36%
4 Industrials 4.65%
5 Consumer Staples 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$450K 0.2%
7,757
+3,670
127
$450K 0.2%
6,348
+3,481
128
$449K 0.2%
+3,062
129
$448K 0.2%
22,658
+6,851
130
$445K 0.2%
4,753
+2,121
131
$437K 0.19%
+8,588
132
$430K 0.19%
158,561
+82,081
133
$428K 0.19%
3,561
+1,381
134
$428K 0.19%
1,384
+568
135
$427K 0.19%
+18,208
136
$418K 0.19%
+762
137
$415K 0.18%
+21,643
138
$415K 0.18%
+2,140
139
$413K 0.18%
+2,883
140
$410K 0.18%
3,987
+1,823
141
$407K 0.18%
+16,499
142
$406K 0.18%
+18,040
143
$401K 0.18%
4,098
+1,990
144
$400K 0.18%
+5,525
145
$399K 0.18%
+185,350
146
$397K 0.18%
3,284
+1,419
147
$396K 0.18%
2,689
+1,215
148
$390K 0.17%
+14,635
149
$384K 0.17%
39,622
+15,942
150
$377K 0.17%
+2,780
4 5
6
7 8