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RWP
Revolve Wealth Partners Portfolio holdings
AUM
$961M
1-Year Est. Return
22.88%
This Fund
S&P 500
This Quarter
Est. Return
+13.73%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$961M
AUM Growth
+$191M
(+25%)
Cap. Flow
+$106M
Cap. Flow
% of AUM
11.02%
Top 10 Holdings %
Top 10 Hldgs %
43.89%
Holding
356
New
127
Increased
144
Reduced
64
Closed
6
Top Buys
Top Sells
| 1 |
Uber
UBER
|
+$370K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$292K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$266K |
| 4 |
iShares New York Muni Bond ETF
NYF
|
+$252K |
| 5 |
Northrop Grumman
NOC
|
+$242K |
Sector Composition
| 1 | Technology | 8.91% |
| 2 | Financials | 3.21% |
| 3 | Healthcare | 2.43% |
| 4 | Consumer Discretionary | 2.22% |
| 5 | Industrials | 2.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Comcast
CMCSA
$85.6B
| – | – |
-8,052
| Closed | -$231K |
|
352
ConocoPhillips
COP
$137B
| – | – |
-1,614
| Closed | -$213K |
|
353
Kroger
KR
$36.3B
| – | – |
-3,011
| Closed | -$218K |
|
354
Lockheed Martin
LMT
$120B
| – | – |
-359
| Closed | -$217K |
|
|
355
Northrop Grumman
NOC
$77B
| – | – |
-354
| Closed | -$242K |
|
|
356
iShares New York Muni Bond ETF
NYF
$1.38B
| – | – |
-4,742
| Closed | -$252K |
|
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