RWP

Revolve Wealth Partners Portfolio holdings

AUM $770M
1-Year Est. Return 17.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$834M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.01M
3
+$2M
4
AAPL icon
Apple
AAPL
+$1.52M
5
TOL icon
Toll Brothers
TOL
+$1.51M

Top Sells

1
+$1.86M
2
+$634K
3
+$534K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$521K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$389K

Sector Composition

1 Technology 7.89%
2 Financials 2.5%
3 Consumer Discretionary 2.3%
4 Communication Services 2.1%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.28%
19,856
-66
52
$2.29M 0.27%
22,977
-776
53
$2.27M 0.27%
8,926
+328
54
$2.26M 0.27%
3,785
+8
55
$2.2M 0.26%
17,459
-437
56
$2.12M 0.25%
32,414
-79
57
$2.09M 0.25%
+38,673
58
$2.06M 0.25%
3,624
+17
59
$1.96M 0.23%
24,474
-157
60
$1.94M 0.23%
44,175
+296
61
$1.93M 0.23%
2,462
-188
62
$1.84M 0.22%
228,876
+53
63
$1.75M 0.21%
7,555
+150
64
$1.7M 0.2%
6,048
+347
65
$1.6M 0.19%
+11,566
66
$1.54M 0.18%
28,827
+111
67
$1.51M 0.18%
21,076
-385
68
$1.41M 0.17%
8,052
+1
69
$1.4M 0.17%
7,554
+652
70
$1.39M 0.17%
31,525
+739
71
$1.31M 0.16%
17,249
-80
72
$1.3M 0.16%
10,810
-60
73
$1.27M 0.15%
11,222
+1,908
74
$1.25M 0.15%
7,735
+194
75
$1.24M 0.15%
38,886
-1,297
1 2
3
4 5