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
$277M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.62M
3
+$1.57M
4
WFC icon
Wells Fargo
WFC
+$1.19M
5
JPM icon
JPMorgan Chase
JPM
+$1.18M

Top Sells

1
+$2.96M
2
+$927K
3
+$631K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$556K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$553K

Sector Composition

1 Technology 14.5%
2 Financials 8.11%
3 Consumer Discretionary 6.8%
4 Industrials 5.13%
5 Consumer Staples 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$445K 0.16%
4,910
+157
152
$439K 0.16%
+17,033
153
$438K 0.16%
4,345
+358
154
$437K 0.16%
4,315
+209
155
$434K 0.16%
7,615
+910
156
$433K 0.16%
7,019
+276
157
$428K 0.15%
4,487
+2,249
158
$427K 0.15%
3,576
+15
159
$419K 0.15%
1,445
+61
160
$412K 0.15%
7,520
+1,062
161
$407K 0.15%
2,599
-463
162
$407K 0.15%
18,040
163
$406K 0.15%
963
-164
164
$404K 0.15%
16,179
+157
165
$404K 0.15%
+3,823
166
$403K 0.15%
7,918
-9,961
167
$401K 0.14%
1,866
+537
168
$400K 0.14%
3,841
-939
169
$398K 0.14%
1,127
+248
170
$397K 0.14%
+20,362
171
$394K 0.14%
1,639
+428
172
$390K 0.14%
2,796
+16
173
$386K 0.14%
2,918
+35
174
$385K 0.14%
15,864
-3,021
175
$384K 0.14%
4,865
-60
5 6
7
8 9