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
$225M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$5.92M
3
+$5.33M
4
MCD icon
McDonald's
MCD
+$5.32M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.75M

Top Sells

1
+$2.04M
2
+$612K
3
+$523K
4
SAIA icon
Saia
SAIA
+$255K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$248K

Sector Composition

1 Technology 14.65%
2 Financials 6.55%
3 Consumer Discretionary 6.36%
4 Industrials 4.65%
5 Consumer Staples 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$286K 0.13%
+3,723
177
$286K 0.13%
+1,654
178
$285K 0.13%
+4,925
179
$284K 0.13%
+2,947
180
$284K 0.13%
+6,253
181
$282K 0.13%
+2,693
182
$279K 0.12%
+9,050
183
$278K 0.12%
+11,607
184
$266K 0.12%
3,588
+573
185
$264K 0.12%
+5,206
186
$261K 0.12%
+1,624
187
$260K 0.12%
2,019
-1,254
188
$260K 0.12%
+1,928
189
$257K 0.11%
+3,910
190
$254K 0.11%
+8,593
191
$253K 0.11%
+5,672
192
$253K 0.11%
+1,909
193
$250K 0.11%
+755
194
$247K 0.11%
+2,495
195
$247K 0.11%
+738
196
$246K 0.11%
+3,967
197
$245K 0.11%
+1,157
198
$242K 0.11%
+1,454
199
$241K 0.11%
+2,621
200
$237K 0.11%
+4,704
6 7
8
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