RWM
Revisor Wealth Management Portfolio holdings
AUM
$277M
This Quarter Return
-3.31%
1 Year Return
+13.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+5.6%)
Cap. Flow
+$9.72M
Cap. Flow
% of AUM
8.26%
Top 10 Holdings %
Top 10 Hldgs %
39.52%
Holding
180
New
22
Increased
111
Reduced
16
Closed
26
Top Buys
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.77M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$2.59M |
| 3 |
Vanguard Value ETF
VTV
|
$2.17M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.06M |
| 5 |
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% |
