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
$516M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$11M
3
+$4.28M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.89M
5
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.79M

Top Sells

1
+$2.9M
2
+$2.75M
3
+$2.54M
4
EQIX icon
Equinix
EQIX
+$2.44M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$875K

Sector Composition

1 Technology 6.02%
2 Healthcare 2.48%
3 Financials 1.94%
4 Consumer Discretionary 1.8%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.28M 0.83%
13,783
+330
27
$3.48M 0.67%
70,300
-610
28
$3.46M 0.67%
59,713
+1,839
29
$3.11M 0.6%
123,936
-6,390
30
$3.06M 0.59%
8,646
-60
31
$2.89M 0.56%
60,269
+5,661
32
$2.73M 0.53%
11,755
-2,452
33
$2.53M 0.49%
5,315
-84
34
$2.48M 0.48%
38,146
+5,867
35
$2.42M 0.47%
22,381
-1,005
36
$2.39M 0.46%
101,338
-6,226
37
$2.26M 0.44%
8,675
+961
38
$2.22M 0.43%
27,851
-1
39
$2.21M 0.43%
11,014
-503
40
$2.21M 0.43%
7,284
-199
41
$2.18M 0.42%
4,133
-553
42
$2.07M 0.4%
81,459
+273
43
$2.03M 0.39%
9,523
-1,053
44
$2.01M 0.39%
36,275
-2,505
45
$2M 0.39%
3,942
-51
46
$2M 0.39%
5,601
-46
47
$1.96M 0.38%
14,040
+395
48
$1.91M 0.37%
4,487
-300
49
$1.91M 0.37%
4,669
-703
50
$1.9M 0.37%
11,146
+95
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