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
$374M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.48M
3
+$2.07M
4
TSLA icon
Tesla
TSLA
+$2.04M
5
RDDT icon
Reddit
RDDT
+$1.48M

Top Sells

1
+$921K
2
+$712K
3
+$631K
4
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$414K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$405K

Sector Composition

1 Technology 14.13%
2 Financials 7.29%
3 Consumer Discretionary 6.99%
4 Communication Services 5.45%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUE icon
151
Nucor
NUE
$40.6B
$590K 0.16%
3,306
+116
DOV icon
152
Dover
DOV
$29.8B
$577K 0.15%
2,772
-60
IBKR icon
153
Interactive Brokers
IBKR
$30.9B
$575K 0.15%
7,459
-3,666
PNR icon
154
Pentair
PNR
$15.9B
$573K 0.15%
5,336
-473
BK icon
155
Bank of New York Mellon
BK
$81.2B
$568K 0.15%
4,806
+2,383
ELV icon
156
Elevance Health
ELV
$62.7B
$554K 0.15%
1,528
+709
CLS icon
157
Celestica
CLS
$29.5B
$553K 0.15%
1,886
+865
COPX icon
158
Global X Copper Miners ETF NEW
COPX
$7.65B
$552K 0.15%
+7,118
PPG icon
159
PPG Industries
PPG
$26.4B
$550K 0.15%
4,861
-62
HD icon
160
Home Depot
HD
$365B
$546K 0.15%
1,440
+50
FDLS icon
161
Inspire Fidelis Multi Factor ETF
FDLS
$165M
$540K 0.14%
14,002
+3,789
ECL icon
162
Ecolab
ECL
$84.2B
$534K 0.14%
1,915
+154
AFL icon
163
Aflac
AFL
$58.3B
$529K 0.14%
4,871
+137
CRDO icon
164
Credo Technology Group
CRDO
$17.6B
$525K 0.14%
3,768
+2,332
GIS icon
165
General Mills
GIS
$23.8B
$513K 0.14%
+11,197
LIN icon
166
Linde
LIN
$232B
$512K 0.14%
1,149
-49
BITB icon
167
Bitwise Bitcoin ETF
BITB
$2.62B
$507K 0.14%
10,468
+2,171
VWOB icon
168
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.93B
$502K 0.13%
7,468
-400
UL icon
169
Unilever
UL
$151B
$500K 0.13%
7,639
+3,732
LW icon
170
Lamb Weston
LW
$6.51B
$498K 0.13%
11,581
+5,794
GWW icon
171
W.W. Grainger
GWW
$54.5B
$487K 0.13%
458
AOS icon
172
A.O. Smith
AOS
$10.5B
$476K 0.13%
6,547
-7
MKC icon
173
McCormick & Company Non-Voting
MKC
$18.2B
$467K 0.13%
7,567
-371
SPGI icon
174
S&P Global
SPGI
$133B
$458K 0.12%
851
-5
SJM icon
175
J.M. Smucker
SJM
$12B
$455K 0.12%
4,451
-92
5 6
7
8 9