RWM

Revisor Wealth Management Portfolio holdings

AUM $362M
1-Year Est. Return 15.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.97%
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
+$4.25M
2
+$1.58M
3
+$931K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$839K
5
NVDA icon
NVIDIA
NVDA
+$792K

Top Sells

1
+$3.97M
2
+$2.33M
3
+$959K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$958K
5
AAPL icon
Apple
AAPL
+$841K

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
176
– –
-783
177
– –
-6,169
178
– –
-31,078
179
– –
-24,953
180
– –
-2,400
181
– –
-9,627
182
– –
-1,994
183
– –
-15,978
4 5 6 7
8