RWP

Revolve Wealth Partners Portfolio holdings

AUM $770M
1-Year Est. Return 17.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$834M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.01M
3
+$2M
4
AAPL icon
Apple
AAPL
+$1.52M
5
TOL icon
Toll Brothers
TOL
+$1.51M

Top Sells

1
+$1.86M
2
+$634K
3
+$534K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$521K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$389K

Sector Composition

1 Technology 7.89%
2 Financials 2.5%
3 Consumer Discretionary 2.3%
4 Communication Services 2.1%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$202K 0.02%
+1,432
227
$200K 0.02%
475
+3
228
$162K 0.02%
+10,005
229
$114K 0.01%
31,361
230
$37.7K ﹤0.01%
12,098
+518
231
$20.6K ﹤0.01%
11,325
-1,790
232
$9.55K ﹤0.01%
1,100
+69
233
– –
-719
234
– –
-12,181
235
– –
-18,672
236
– –
-4,745
237
– –
-5,717
238
– –
-3,625
239
– –
-3,556
240
– –
-419
241
– –
-506
242
– –
-966
243
– –
-4,809
244
– –
-4,902
245
– –
-5,987
246
– –
-3,616
6 7 8 9
10