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
$277M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.62M
3
+$1.57M
4
WFC icon
Wells Fargo
WFC
+$1.19M
5
JPM icon
JPMorgan Chase
JPM
+$1.18M

Top Sells

1
+$2.96M
2
+$927K
3
+$631K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$556K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$553K

Sector Composition

1 Technology 14.5%
2 Financials 8.11%
3 Consumer Discretionary 6.8%
4 Industrials 5.13%
5 Consumer Staples 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$530K 0.19%
3,892
+654
127
$528K 0.19%
997
-32
128
$525K 0.19%
184,293
+25,732
129
$514K 0.19%
18,699
+10,106
130
$509K 0.18%
487
-29
131
$509K 0.18%
+6,963
132
$508K 0.18%
6,959
+952
133
$503K 0.18%
22,633
-25
134
$502K 0.18%
2,013
-27
135
$502K 0.18%
3,253
+37
136
$496K 0.18%
1,327
-9
137
$496K 0.18%
6,647
+299
138
$489K 0.18%
4,507
+299
139
$486K 0.18%
+6,622
140
$485K 0.17%
18,481
+273
141
$481K 0.17%
2,321
+181
142
$476K 0.17%
4,795
+182
143
$466K 0.17%
845
-6
144
$464K 0.17%
1,652
-35
145
$462K 0.17%
+1,539
146
$461K 0.17%
8,032
-556
147
$459K 0.17%
4,909
-10
148
$454K 0.16%
7,935
+178
149
$453K 0.16%
+4,404
150
$446K 0.16%
9,082
+1,158
4 5
6
7 8