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
76
$1.24M 0.15%
3,584
+153
77
$1.2M 0.14%
6,592
+99
78
$1.2M 0.14%
24,565
+83
79
$1.17M 0.14%
9,443
-2,674
80
$1.13M 0.14%
22,503
-1,137
81
$1.12M 0.13%
1,207
-13
82
$1.12M 0.13%
5,169
-34
83
$1.1M 0.13%
2,716
+68
84
$1.1M 0.13%
1,438
-92
85
$1.07M 0.13%
27,764
+279
86
$1.05M 0.13%
7,370
+324
87
$1.02M 0.12%
9,926
+96
88
$1.02M 0.12%
10,406
-2,127
89
$998K 0.12%
5,844
-224
90
$998K 0.12%
6,716
-1,264
91
$965K 0.12%
9,624
+204
92
$939K 0.11%
+7,448
93
$904K 0.11%
5,882
-95
94
$899K 0.11%
6,440
+307
95
$899K 0.11%
3,060
-270
96
$872K 0.1%
1,949
-131
97
$844K 0.1%
5,045
-99
98
$825K 0.1%
4,480
-55
99
$823K 0.1%
31,307
-100
100
$760K 0.09%
14,731
+1,098
2 3
4
5 6