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
$516M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$11M
3
+$4.28M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.89M
5
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.79M

Top Sells

1
+$2.9M
2
+$2.75M
3
+$2.54M
4
EQIX icon
Equinix
EQIX
+$2.44M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$875K

Sector Composition

1 Technology 6.02%
2 Healthcare 2.48%
3 Financials 1.94%
4 Consumer Discretionary 1.8%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.35%
4,151
-80
52
$1.44M 0.28%
27,576
+476
53
$1.34M 0.26%
9,503
+21
54
$1.26M 0.24%
18,208
+5,201
55
$1.25M 0.24%
5,016
-11,673
56
$1.23M 0.24%
13,531
+4,203
57
$1.15M 0.22%
23,702
-257
58
$1.06M 0.21%
7,218
-23
59
$1.03M 0.2%
6,601
-54
60
$1.02M 0.2%
7,010
-341
61
$947K 0.18%
18,543
-12,969
62
$937K 0.18%
15,219
+146
63
$929K 0.18%
6,339
-408
64
$895K 0.17%
16,555
+565
65
$872K 0.17%
+27,236
66
$830K 0.16%
7,877
67
$819K 0.16%
2,364
-77
68
$755K 0.15%
1,296
+44
69
$751K 0.14%
7,188
-10
70
$731K 0.14%
1,226
-37
71
$714K 0.14%
6,136
72
$700K 0.14%
7,003
-63
73
$694K 0.13%
16,407
+4,270
74
$665K 0.13%
941
-62
75
$647K 0.12%
30,971
-70
1 2
3
4 5