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
$681M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.3M
3
+$1.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.4M
5
COMP icon
Compass
COMP
+$1.34M

Top Sells

1
+$972K
2
+$503K
3
+$468K
4
UNP icon
Union Pacific
UNP
+$448K
5
WM icon
Waste Management
WM
+$382K

Sector Composition

1 Technology 7.5%
2 Financials 2.5%
3 Healthcare 2.19%
4 Consumer Discretionary 2.09%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.54M 0.8%
9,456
+875
27
$5.49M 0.79%
25,045
+986
28
$5.01M 0.72%
+20
29
$4.88M 0.71%
50,417
+5,478
30
$4.25M 0.62%
16,323
-350
31
$4.12M 0.6%
7,034
+685
32
$3.84M 0.56%
65,245
+2,142
33
$3.73M 0.54%
11,811
+2,917
34
$3.3M 0.48%
+1,502
35
$3.19M 0.46%
115,000
-2,177
36
$2.91M 0.42%
11,018
+59
37
$2.91M 0.42%
6,411
+1,024
38
$2.88M 0.42%
11,997
-484
39
$2.83M 0.41%
14,930
+506
40
$2.7M 0.39%
12,233
+1,431
41
$2.69M 0.39%
5,257
+176
42
$2.59M 0.37%
6,447
+153
43
$2.59M 0.37%
100,044
+2,084
44
$2.51M 0.36%
4,653
-6
45
$2.33M 0.34%
25,678
-108
46
$2.32M 0.34%
20,116
-159
47
$2.29M 0.33%
4,023
-10
48
$2.15M 0.31%
8,941
+920
49
$2.15M 0.31%
5,317
+931
50
$2.1M 0.3%
76,685
+1,718
1
2
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