RWM
Revisor Wealth Management Portfolio holdings
AUM
$277M
This Quarter Return
+2.99%
1 Year Return
+13.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(-35%)
Cap. Flow
-$79.5M
Cap. Flow
% of AUM
-55.24%
Top 10 Holdings %
Top 10 Hldgs %
45.78%
Holding
198
New
11
Increased
14
Reduced
134
Closed
39
Top Buys
| 1 |
Apple
AAPL
|
$11.8M |
| 2 |
JMIA
Jumia Technologies
JMIA
|
$1.19M |
| 3 |
NVIDIA
NVDA
|
$1.15M |
| 4 |
Cincinnati Financial
CINF
|
$642K |
| 5 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
$557K |
Top Sells
Sector Composition
| 1 | Technology | 14.59% |
| 2 | Financials | 6.17% |
| 3 | Industrials | 5.58% |
| 4 | Consumer Staples | 4.5% |
| 5 | Consumer Discretionary | 3.74% |
