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
$691M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.07M
3
+$3.04M
4
TSLA icon
Tesla
TSLA
+$2.94M
5
EQIX icon
Equinix
EQIX
+$2.16M

Top Sells

1
+$5.01M
2
+$3.3M
3
+$791K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$677K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$388K

Sector Composition

1 Technology 6.91%
2 Financials 2.65%
3 Healthcare 2.41%
4 Consumer Discretionary 1.86%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.29%
29,163
+80
52
$2.01M 0.29%
3,834
-185
53
$2M 0.29%
9,024
+83
54
$2M 0.29%
228,754
55
$1.97M 0.29%
3,603
+160
56
$1.9M 0.27%
32,545
-308
57
$1.89M 0.27%
24,081
+1,416
58
$1.77M 0.26%
17,313
+645
59
$1.77M 0.26%
43,693
+7,452
60
$1.68M 0.24%
10,753
+175
61
$1.58M 0.23%
7,548
+269
62
$1.57M 0.23%
31,669
+18,048
63
$1.52M 0.22%
9,084
+1,087
64
$1.48M 0.21%
8,909
+433
65
$1.38M 0.2%
+32,745
66
$1.33M 0.19%
1,614
+143
67
$1.31M 0.19%
21,868
+2,295
68
$1.31M 0.19%
24,803
+1,912
69
$1.24M 0.18%
13,027
+4,818
70
$1.24M 0.18%
11,090
-47
71
$1.2M 0.17%
1,270
+147
72
$1.17M 0.17%
17,449
+1,279
73
$1.17M 0.17%
30,424
+3,154
74
$1.16M 0.17%
7,250
75
$1.12M 0.16%
9,406
+928
1 2
3
4 5