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
$160M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$1.61M
3
+$939K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$870K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$829K

Top Sells

1
+$4.01M
2
+$2.45M
3
+$973K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$959K
5
AAPL icon
Apple
AAPL
+$877K

Sector Composition

1 Technology 14.33%
2 Industrials 6.21%
3 Financials 5.49%
4 Consumer Staples 4.57%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$240K 0.15%
+9,000
152
$237K 0.15%
+2,523
153
$234K 0.15%
2,495
154
$227K 0.14%
+1,078
155
$227K 0.14%
7,169
+69
156
$226K 0.14%
+6,324
157
$224K 0.14%
+2,304
158
$224K 0.14%
649
-95
159
$223K 0.14%
1,634
-1,595
160
$222K 0.14%
+82,128
161
$221K 0.14%
6,976
-695
162
$220K 0.14%
9,614
-2,640
163
$220K 0.14%
+376
164
$218K 0.14%
+4,288
165
$217K 0.14%
+4,664
166
$217K 0.14%
+3,708
167
$216K 0.14%
4,304
-6,280
168
$211K 0.13%
1,391
169
$210K 0.13%
1,202
-496
170
$209K 0.13%
+444
171
$205K 0.13%
+2,853
172
$199K 0.12%
14,075
-937
173
$26.4K 0.02%
12,061
+1,601
174
$24.6K 0.02%
11,983
+1,025
175
$23.2K 0.01%
10,425
-2,475
4 5 6
7
8