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
$607M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.58M
3
+$1.61M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.48M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.46M

Top Sells

1
+$429K
2
+$397K
3
+$380K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$291K
5
VEEV icon
Veeva Systems
VEEV
+$245K

Sector Composition

1 Technology 7.16%
2 Healthcare 2.1%
3 Consumer Discretionary 1.91%
4 Financials 1.83%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.31%
4,292
-299
52
$1.8M 0.3%
22,147
+2,555
53
$1.79M 0.29%
9,772
-478
54
$1.66M 0.27%
15,943
+1,653
55
$1.57M 0.26%
47,633
+9,730
56
$1.47M 0.24%
27,716
+663
57
$1.27M 0.21%
1,401
+9
58
$1.24M 0.2%
18,755
+58
59
$1.21M 0.2%
23,676
-26
60
$1.18M 0.19%
7,250
-31
61
$1.18M 0.19%
7,320
+70
62
$1.15M 0.19%
30,366
+5,360
63
$1.12M 0.18%
15,415
-17
64
$1.08M 0.18%
6,575
+88
65
$1.06M 0.17%
19,818
+950
66
$1.05M 0.17%
6,950
-300
67
$985K 0.16%
8,553
+1,567
68
$964K 0.16%
19,231
-943
69
$925K 0.15%
23,513
+3,796
70
$895K 0.15%
13,270
+2,651
71
$885K 0.15%
15,941
+2,905
72
$880K 0.14%
2,557
-20
73
$869K 0.14%
6,607
+25
74
$868K 0.14%
4,388
-202
75
$854K 0.14%
20,422
+2,994
1 2
3
4 5