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
101
$426K 0.08%
4,718
+559
102
$413K 0.08%
7,866
-1,152
103
$411K 0.08%
9,364
104
$404K 0.08%
21,756
-255
105
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8,230
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106
$393K 0.08%
13,596
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107
$384K 0.07%
1,137
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108
$382K 0.07%
5,061
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109
$373K 0.07%
2,126
110
$372K 0.07%
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111
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3,452
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112
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2,856
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113
$339K 0.07%
1,996
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114
$333K 0.06%
12,273
115
$328K 0.06%
1,830
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116
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774
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117
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118
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1,459
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119
$304K 0.06%
1,164
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120
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1,106
121
$295K 0.06%
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-62
122
$292K 0.06%
3,607
+130
123
$290K 0.06%
13,491
-5,967
124
$281K 0.05%
3,092
-725
125
$278K 0.05%
5,636
-34
3 4
5
6 7