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
$681M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.3M
3
+$1.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.4M
5
COMP icon
Compass
COMP
+$1.34M

Top Sells

1
+$972K
2
+$503K
3
+$468K
4
UNP icon
Union Pacific
UNP
+$448K
5
WM icon
Waste Management
WM
+$382K

Sector Composition

1 Technology 7.5%
2 Financials 2.5%
3 Healthcare 2.19%
4 Consumer Discretionary 2.09%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.3%
32,853
-31
52
$2.03M 0.29%
4,019
-176
53
$2.03M 0.29%
38,725
+11,327
54
$2.01M 0.29%
10,578
-376
55
$1.98M 0.29%
60,338
+6,827
56
$1.95M 0.28%
22,665
-220
57
$1.92M 0.28%
29,083
+781
58
$1.85M 0.27%
7,997
+756
59
$1.84M 0.27%
16,668
+119
60
$1.81M 0.26%
3,443
-643
61
$1.43M 0.21%
36,241
+3,009
62
$1.34M 0.19%
+228,754
63
$1.29M 0.19%
7,279
+3,064
64
$1.23M 0.18%
11,137
-40
65
$1.23M 0.18%
8,476
-1,964
66
$1.22M 0.18%
22,891
+1,109
67
$1.17M 0.17%
7,250
68
$1.14M 0.17%
6,626
69
$1.14M 0.17%
27,270
+1,060
70
$1.14M 0.16%
1,471
+40
71
$1.09M 0.16%
19,573
+2,130
72
$1.09M 0.16%
21,687
-241
73
$1.04M 0.15%
16,170
+1,641
74
$1.04M 0.15%
22,033
+114
75
$1.03M 0.15%
6,170
-883
1 2
3
4 5