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
$585M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.51M
3
+$2.19M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.06M
5
SHOP icon
Shopify
SHOP
+$1.44M

Top Sells

1
+$3.15M
2
+$964K
3
+$528K
4
LULU icon
lululemon athletica
LULU
+$209K
5
AAPL icon
Apple
AAPL
+$176K

Sector Composition

1 Technology 6.61%
2 Healthcare 2.28%
3 Financials 2.07%
4 Consumer Discretionary 1.93%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.34%
4,081
-52
52
$1.56M 0.27%
10,250
+747
53
$1.49M 0.25%
19,592
+1,384
54
$1.47M 0.25%
27,053
-523
55
$1.44M 0.25%
+18,697
56
$1.44M 0.25%
14,290
+759
57
$1.31M 0.22%
7,281
+63
58
$1.28M 0.22%
37,903
+10,667
59
$1.26M 0.22%
23,702
60
$1.19M 0.2%
15,432
+213
61
$1.13M 0.19%
7,250
+240
62
$1.08M 0.18%
1,392
+96
63
$1.07M 0.18%
6,746
+145
64
$1.05M 0.18%
6,487
+148
65
$1.02M 0.17%
20,174
+1,631
66
$1.02M 0.17%
18,868
+2,313
67
$989K 0.17%
2,577
+213
68
$972K 0.17%
25,006
+10,640
69
$961K 0.16%
7,250
+1,550
70
$842K 0.14%
7,375
+187
71
$825K 0.14%
7,877
72
$820K 0.14%
19,717
+3,697
73
$812K 0.14%
6,986
-17
74
$807K 0.14%
4,590
-426
75
$791K 0.13%
6,315
+179
1 2
3
4 5