RWP

Revolve Wealth Partners Portfolio holdings

AUM $851M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$3.47M
3
+$2.11M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.07M
5
SHOP icon
Shopify
SHOP
+$1.48M

Top Sells

1
+$3.01M
2
+$924K
3
+$527K
4
LULU icon
lululemon athletica
LULU
+$209K
5
AAPL icon
Apple
AAPL
+$187K

Sector Composition

1 Technology 6.61%
2 Healthcare 2.28%
3 Financials 2.07%
4 Consumer Discretionary 1.93%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.67M 0.8%
13,565
-218
27
$4.41M 0.75%
243,351
+5,427
28
$4.14M 0.71%
8,528
-118
29
$3.66M 0.63%
60,765
+1,052
30
$3.28M 0.56%
120,744
-3,192
31
$3.24M 0.55%
6,197
+882
32
$3.14M 0.54%
62,544
+2,275
33
$2.9M 0.5%
11,597
-158
34
$2.55M 0.44%
37,553
-593
35
$2.49M 0.43%
8,919
+244
36
$2.48M 0.42%
100,858
-480
37
$2.48M 0.42%
22,461
+80
38
$2.48M 0.42%
5,891
+290
39
$2.45M 0.42%
27,160
-691
40
$2.39M 0.41%
7,101
-183
41
$2.32M 0.4%
11,018
+4
42
$2.27M 0.39%
11,354
+208
43
$2.27M 0.39%
9,933
+410
44
$2.24M 0.38%
4,033
+91
45
$2.21M 0.38%
4,591
+104
46
$2.21M 0.38%
4,979
+310
47
$2.19M 0.37%
14,510
+470
48
$2.18M 0.37%
81,234
-225
49
$2.17M 0.37%
35,793
-482
50
$2.04M 0.35%
4,252
+101
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2
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