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
$108M
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Sells

1 +$7.71M
2 +$2.8M
3 +$1.74M
4
AAPL icon
Apple
AAPL
+$1.68M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.58M

Sector Composition

1 Technology 17.99%
2 Financials 4.51%
3 Industrials 3.64%
4 Consumer Discretionary 3.54%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,304
177
-1,202
178
-1,799
179
-13,358
180
-7,311
181
-1,834
182
-14,075