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
$691M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.07M
3
+$3.04M
4
TSLA icon
Tesla
TSLA
+$2.94M
5
EQIX icon
Equinix
EQIX
+$2.16M

Top Sells

1
+$5.01M
2
+$3.3M
3
+$791K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$677K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$388K

Sector Composition

1 Technology 6.91%
2 Financials 2.65%
3 Healthcare 2.41%
4 Consumer Discretionary 1.86%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.17M 0.75%
8,977
-479
27
$5.12M 0.74%
13,819
-57
28
$5.02M 0.73%
50,224
-193
29
$4.83M 0.7%
15,497
-826
30
$4.32M 0.62%
16,670
+11,353
31
$4.27M 0.62%
12,172
+361
32
$4.26M 0.62%
8,295
+3,642
33
$4.1M 0.59%
66,088
+843
34
$3.93M 0.57%
7,030
-4
35
$3.49M 0.5%
6,552
+141
36
$3.41M 0.49%
13,897
+1,900
37
$2.9M 0.42%
110,817
-4,183
38
$2.8M 0.4%
7,742
+1,295
39
$2.79M 0.4%
10,775
-243
40
$2.58M 0.37%
16,663
+1,733
41
$2.41M 0.35%
12,073
-160
42
$2.37M 0.34%
5,054
-203
43
$2.34M 0.34%
24,968
-710
44
$2.31M 0.33%
98,477
-1,567
45
$2.3M 0.33%
65,891
+5,553
46
$2.29M 0.33%
38,783
+58
47
$2.16M 0.31%
+2,647
48
$2.14M 0.31%
4,018
-5
49
$2.14M 0.31%
76,657
-28
50
$2.09M 0.3%
19,984
-132
1
2
3 4 5