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
$277M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.62M
3
+$1.57M
4
WFC icon
Wells Fargo
WFC
+$1.19M
5
JPM icon
JPMorgan Chase
JPM
+$1.18M

Top Sells

1
+$2.96M
2
+$927K
3
+$631K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$556K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$553K

Sector Composition

1 Technology 14.5%
2 Financials 8.11%
3 Consumer Discretionary 6.8%
4 Industrials 5.13%
5 Consumer Staples 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$381K 0.14%
18,213
-1,451
177
$378K 0.14%
1,263
+126
178
$376K 0.14%
3,589
+239
179
$374K 0.14%
+1,450
180
$374K 0.13%
11,247
-436
181
$374K 0.13%
+5,659
182
$373K 0.13%
2,551
+642
183
$372K 0.13%
826
+141
184
$370K 0.13%
1,208
+1
185
$370K 0.13%
2,881
+192
186
$367K 0.13%
+11,425
187
$363K 0.13%
4,637
+426
188
$360K 0.13%
18,887
-2,756
189
$359K 0.13%
3,095
-2,021
190
$357K 0.13%
11,342
+360
191
$357K 0.13%
+1,623
192
$355K 0.13%
3,460
+186
193
$354K 0.13%
1,547
+144
194
$354K 0.13%
364
+2
195
$352K 0.13%
8,086
+320
196
$348K 0.13%
4,707
+984
197
$343K 0.12%
15,960
198
$341K 0.12%
+632
199
$336K 0.12%
+4,191
200
$335K 0.12%
+7,785
6 7
8
9 10