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
$118M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.86M
3
+$2.15M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.82M
5
BIBL icon
Inspire 100 ETF
BIBL
+$1.68M

Top Sells

1
+$3.93M
2
+$2.59M
3
+$2.25M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.06M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.74M

Sector Composition

1 Financials 6.14%
2 Industrials 5.9%
3 Technology 5.81%
4 Consumer Staples 4.83%
5 Healthcare 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,104
177
– –
-1,089
178
– –
-3,560
179
– –
-9,170
180
– –
-4,549
4 5 6 7
8