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
201
$326K 0.12%
4,027
-126
202
$324K 0.12%
+907
203
$323K 0.12%
2,947
204
$314K 0.11%
1,928
205
$312K 0.11%
+1,273
206
$310K 0.11%
735
-20
207
$310K 0.11%
11,607
208
$309K 0.11%
16,970
-9,085
209
$306K 0.11%
+6,040
210
$301K 0.11%
+6,403
211
$297K 0.11%
+5,787
212
$297K 0.11%
+416
213
$296K 0.11%
12,487
-4,012
214
$296K 0.11%
738
215
$294K 0.11%
1,637
-17
216
$285K 0.1%
+2,304
217
$281K 0.1%
3,819
-91
218
$280K 0.1%
+4,054
219
$280K 0.1%
10,166
-7,976
220
$279K 0.1%
1,659
+35
221
$276K 0.1%
+8,188
222
$275K 0.1%
+2,200
223
$274K 0.1%
2,019
224
$271K 0.1%
+2,980
225
$270K 0.1%
+4,028
7 8
9
10 11