RWM
Revisor Wealth Management Portfolio holdings
AUM
$277M
This Quarter Return
+6.68%
1 Year Return
+13.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$277M
AUM Growth
+$277M
(+23%)
Cap. Flow
+$40.2M
Cap. Flow
% of AUM
14.51%
Top 10 Holdings %
Top 10 Hldgs %
33.35%
Holding
283
New
62
Increased
122
Reduced
69
Closed
12
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.86M |
| 2 |
Sherwin-Williams
SHW
|
$1.64M |
| 3 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$1.59M |
| 4 |
Wells Fargo
WFC
|
$1.36M |
| 5 |
JPMorgan Chase
JPM
|
$1.34M |
Top Sells
Sector Composition
| 1 | Technology | 14.5% |
| 2 | Financials | 8.11% |
| 3 | Consumer Discretionary | 6.8% |
| 4 | Industrials | 5.13% |
| 5 | Consumer Staples | 4.71% |
