RWP

Revolve Wealth Partners Portfolio holdings

AUM $770M
1-Year Est. Return 17.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$834M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.01M
3
+$2M
4
AAPL icon
Apple
AAPL
+$1.52M
5
TOL icon
Toll Brothers
TOL
+$1.51M

Top Sells

1
+$1.86M
2
+$634K
3
+$534K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$521K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$389K

Sector Composition

1 Technology 7.89%
2 Financials 2.5%
3 Consumer Discretionary 2.3%
4 Communication Services 2.1%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.93M 0.83%
15,578
-1,829
27
$6.48M 0.78%
8,828
+831
28
$5.93M 0.71%
27,018
+208
29
$5.93M 0.71%
319,158
+13,670
30
$5.88M 0.71%
51,622
-395
31
$5.1M 0.61%
7,652
-71
32
$4.68M 0.56%
63,696
+26
33
$4.47M 0.54%
14,165
+123
34
$4.37M 0.52%
17,981
+631
35
$4.09M 0.49%
11,979
-191
36
$4.08M 0.49%
14,461
-666
37
$3.91M 0.47%
6,392
-654
38
$3.31M 0.4%
6,590
+49
39
$3.2M 0.38%
107,906
-258
40
$3.14M 0.38%
42,724
-1,228
41
$3.1M 0.37%
9,410
+270
42
$2.93M 0.35%
12,101
+1,579
43
$2.61M 0.31%
63,720
-1,144
44
$2.6M 0.31%
95,141
-869
45
$2.59M 0.31%
10,637
+436
46
$2.58M 0.31%
21,992
-4,792
47
$2.55M 0.31%
37,523
-373
48
$2.52M 0.3%
4,204
-316
49
$2.49M 0.3%
89,366
+548
50
$2.39M 0.29%
28,954
+18
1
2
3 4 5