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
$374M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.48M
3
+$2.07M
4
TSLA icon
Tesla
TSLA
+$2.04M
5
RDDT icon
Reddit
RDDT
+$1.48M

Top Sells

1
+$921K
2
+$712K
3
+$631K
4
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$414K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$405K

Sector Composition

1 Technology 14.13%
2 Financials 7.29%
3 Consumer Discretionary 6.99%
4 Communication Services 5.45%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATO icon
176
Atmos Energy
ATO
$30.7B
$453K 0.12%
2,748
-77
CHRW icon
177
C.H. Robinson
CHRW
$22.8B
$451K 0.12%
2,596
-287
DIA icon
178
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.9B
$447K 0.12%
906
-80
FLDR icon
179
Fidelity Low Duration Bond Factor ETF
FLDR
$1.37B
$445K 0.12%
+8,858
CB icon
180
Chubb
CB
$132B
$435K 0.12%
1,445
-59
EXPD icon
181
Expeditors International
EXPD
$19.9B
$433K 0.12%
2,728
-311
SCMB icon
182
Schwab Municipal Bond ETF
SCMB
$3.62B
$428K 0.11%
+16,554
ADM icon
183
Archer Daniels Midland
ADM
$32.6B
$427K 0.11%
6,567
+898
COST icon
184
Costco
COST
$450B
$427K 0.11%
446
+37
URA icon
185
Global X Uranium ETF
URA
$7.26B
$426K 0.11%
+8,563
GEV icon
186
GE Vernova
GEV
$229B
$420K 0.11%
634
-52
ABT icon
187
Abbott
ABT
$198B
$417K 0.11%
3,770
+87
NEE icon
188
NextEra Energy
NEE
$193B
$413K 0.11%
4,895
-262
O icon
189
Realty Income
O
$61.3B
$412K 0.11%
6,795
+60
EMXC icon
190
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.8B
$408K 0.11%
+5,382
ETN icon
191
Eaton
ETN
$138B
$404K 0.11%
1,229
+294
SDY icon
192
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$403K 0.11%
2,740
MMM icon
193
3M
MMM
$83.9B
$402K 0.11%
2,511
-9
DIS icon
194
Walt Disney
DIS
$185B
$399K 0.11%
3,521
+1,168
VOE icon
195
Vanguard Mid-Cap Value ETF
VOE
$21.9B
$398K 0.11%
2,152
+184
HUBB icon
196
Hubbell
HUBB
$26.2B
$398K 0.11%
846
+105
PGR icon
197
Progressive
PGR
$125B
$395K 0.11%
1,902
+50
PZA icon
198
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.7B
$392K 0.11%
16,932
-9,408
AGGH icon
199
Simplify Aggregate Bond ETF
AGGH
$389M
$392K 0.1%
+18,902
BSV icon
200
Vanguard Short-Term Bond ETF
BSV
$43.4B
$389K 0.1%
4,940
+852
6 7
8
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