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
$221M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 6.95%
2 Financials 5.71%
3 Technology 5.28%
4 Consumer Staples 4.65%
5 Healthcare 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-76,500
202
-4,730
203
-18,579
204
-29,956
205
-8,583