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
$585M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.51M
3
+$2.19M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.06M
5
SHOP icon
Shopify
SHOP
+$1.44M

Top Sells

1
+$3.15M
2
+$964K
3
+$528K
4
LULU icon
lululemon athletica
LULU
+$209K
5
AAPL icon
Apple
AAPL
+$176K

Sector Composition

1 Technology 6.61%
2 Healthcare 2.28%
3 Financials 2.07%
4 Consumer Discretionary 1.93%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$776K 0.13%
6,582
+98
77
$775K 0.13%
17,428
+1,021
78
$742K 0.13%
13,036
+3,679
79
$730K 0.12%
996
+120
80
$725K 0.12%
951
+10
81
$724K 0.12%
+14,452
82
$723K 0.12%
10,619
+2,981
83
$703K 0.12%
1,394
+168
84
$687K 0.12%
5,231
+324
85
$673K 0.11%
22,360
+190
86
$673K 0.11%
19,675
+1,877
87
$649K 0.11%
30,971
88
$630K 0.11%
5,015
+1,563
89
$627K 0.11%
2,661
+165
90
$625K 0.11%
4,733
+227
91
$606K 0.1%
4,955
+237
92
$598K 0.1%
3,274
-97
93
$572K 0.1%
9,420
+1,190
94
$572K 0.1%
1,898
+92
95
$570K 0.1%
22,521
-603
96
$561K 0.1%
3,083
+282
97
$555K 0.09%
13,509
98
$535K 0.09%
1,899
+12
99
$520K 0.09%
5,312
-532
100
$515K 0.09%
+3,124
2 3
4
5 6