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
$516M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$11M
3
+$4.28M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.89M
5
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.79M

Top Sells

1
+$2.9M
2
+$2.75M
3
+$2.54M
4
EQIX icon
Equinix
EQIX
+$2.44M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$875K

Sector Composition

1 Technology 6.02%
2 Healthcare 2.48%
3 Financials 1.94%
4 Consumer Discretionary 1.8%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$646K 0.12%
22,170
77
$642K 0.12%
4,907
+55
78
$636K 0.12%
5,700
+400
79
$626K 0.12%
16,020
+6,911
80
$580K 0.11%
5,844
+129
81
$578K 0.11%
876
+49
82
$574K 0.11%
3,371
-723
83
$568K 0.11%
2,076
-49
84
$561K 0.11%
17,798
+5,881
85
$560K 0.11%
1,887
-4
86
$553K 0.11%
6,484
+53
87
$550K 0.11%
19,117
-273
88
$548K 0.11%
2,496
+11
89
$543K 0.1%
13,509
90
$540K 0.1%
23,124
-276
91
$516K 0.1%
+14,366
92
$504K 0.1%
+9,357
93
$491K 0.09%
4,506
-407
94
$488K 0.09%
+7,638
95
$475K 0.09%
1,806
-10
96
$453K 0.09%
3,036
-694
97
$439K 0.08%
21,472
98
$438K 0.08%
7,429
+93
99
$434K 0.08%
2,801
-251
100
$432K 0.08%
12,825
-193
2 3
4
5 6