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 Buys

1
+$5.49M
2
+$799K
3
+$579K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$523K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$477K

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
4 5 6 7
8