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
$607M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.58M
3
+$1.61M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.48M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.46M

Top Sells

1
+$429K
2
+$397K
3
+$380K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$291K
5
VEEV icon
Veeva Systems
VEEV
+$245K

Sector Composition

1 Technology 7.16%
2 Healthcare 2.1%
3 Consumer Discretionary 1.91%
4 Financials 1.83%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$843K 0.14%
992
-4
77
$824K 0.14%
7,877
78
$819K 0.13%
5,600
-1,146
79
$815K 0.13%
16,274
+1,822
80
$793K 0.13%
7,188
-187
81
$762K 0.13%
6,315
82
$755K 0.12%
1,359
-35
83
$744K 0.12%
22,528
+2,853
84
$727K 0.12%
924
-27
85
$714K 0.12%
5,059
+44
86
$648K 0.11%
5,236
+5
87
$646K 0.11%
30,662
-309
88
$644K 0.11%
22,360
89
$621K 0.1%
9,210
-210
90
$595K 0.1%
4,804
+71
91
$586K 0.1%
3,208
-66
92
$583K 0.1%
+4,262
93
$581K 0.1%
+5,390
94
$576K 0.09%
8,505
+195
95
$575K 0.09%
13,509
96
$561K 0.09%
2,443
-218
97
$544K 0.09%
22,041
-480
98
$541K 0.09%
5,575
+263
99
$538K 0.09%
3,134
+51
100
$528K 0.09%
13,265
+368
2 3
4
5 6