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
$607M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.58M
3
+$1.61M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.48M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.46M

Top Sells

1
+$429K
2
+$397K
3
+$380K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$291K
5
VEEV icon
Veeva Systems
VEEV
+$245K

Sector Composition

1 Technology 7.16%
2 Healthcare 2.1%
3 Consumer Discretionary 1.91%
4 Financials 1.83%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.87M 0.8%
270,751
+27,400
27
$4.65M 0.76%
45,483
-991
28
$4.32M 0.71%
8,574
+46
29
$3.74M 0.61%
61,980
+1,215
30
$3.31M 0.54%
6,087
-110
31
$3.13M 0.52%
63,424
+880
32
$3.1M 0.51%
119,502
-1,242
33
$2.8M 0.46%
11,547
-50
34
$2.67M 0.44%
5,580
+601
35
$2.66M 0.44%
14,595
+85
36
$2.52M 0.41%
37,279
-274
37
$2.48M 0.41%
6,817
-284
38
$2.44M 0.4%
25,188
-1,972
39
$2.41M 0.4%
101,668
+810
40
$2.3M 0.38%
21,523
-938
41
$2.25M 0.37%
8,554
-365
42
$2.2M 0.36%
10,840
-178
43
$2.16M 0.35%
4,033
44
$2.14M 0.35%
10,569
-785
45
$2.1M 0.34%
80,835
-399
46
$2.08M 0.34%
9,551
-382
47
$2.08M 0.34%
4,158
-94
48
$2.04M 0.34%
34,824
-969
49
$2.02M 0.33%
4,957
-934
50
$2.01M 0.33%
3,953
-128
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2
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