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
$225M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$5.92M
3
+$5.33M
4
MCD icon
McDonald's
MCD
+$5.32M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.75M

Top Sells

1
+$2.04M
2
+$612K
3
+$523K
4
SAIA icon
Saia
SAIA
+$255K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$248K

Sector Composition

1 Technology 14.65%
2 Financials 6.55%
3 Consumer Discretionary 6.36%
4 Industrials 4.65%
5 Consumer Staples 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$368K 0.16%
+879
152
$367K 0.16%
+6,705
153
$354K 0.16%
+11,683
154
$350K 0.16%
3,350
+1,846
155
$348K 0.15%
+1,207
156
$343K 0.15%
+362
157
$343K 0.15%
+15,960
158
$340K 0.15%
+10,982
159
$330K 0.15%
+4,211
160
$327K 0.15%
+3,623
161
$325K 0.14%
1,127
-678
162
$324K 0.14%
+1,329
163
$314K 0.14%
1,403
+768
164
$313K 0.14%
+16,022
165
$312K 0.14%
+685
166
$310K 0.14%
+6,458
167
$303K 0.13%
6,743
+2,323
168
$301K 0.13%
+7,766
169
$301K 0.13%
3,274
+1,421
170
$297K 0.13%
4,153
+812
171
$295K 0.13%
+8,630
172
$293K 0.13%
+1,211
173
$293K 0.13%
+2,561
174
$291K 0.13%
+2,512
175
$287K 0.13%
+2,056
5 6
7
8 9