RWP
Revolve Wealth Partners Portfolio holdings
AUM
$766M
This Quarter Return
+6.8%
1 Year Return
+11.97%
3 Year Return
+50.54%
5 Year Return
–
10 Year Return
–
AUM
$347M
AUM Growth
–
Cap. Flow
+$347M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.48%
Holding
149
New
149
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.04% |
| 2 | Healthcare | 4.77% |
| 3 | Consumer Discretionary | 4.2% |
| 4 | Financials | 2.62% |
| 5 | Communication Services | 2.26% |
