RWP

Revolve Wealth Partners Portfolio holdings

AUM $834M
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$681M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.3M
3
+$1.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.4M
5
COMP icon
Compass
COMP
+$1.34M

Top Sells

1
+$972K
2
+$503K
3
+$468K
4
UNP icon
Union Pacific
UNP
+$448K
5
WM icon
Waste Management
WM
+$382K

Sector Composition

1 Technology 7.5%
2 Financials 2.5%
3 Healthcare 2.19%
4 Consumer Discretionary 2.09%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-4,403
227
– –
-1,842
228
– –
-1,233
229
– –
-22,165
6 7 8 9
10