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
101
$505K 0.09%
3,204
+168
102
$500K 0.09%
8,310
+444
103
$498K 0.08%
17,945
-1,172
104
$494K 0.08%
2,037
-39
105
$489K 0.08%
12,897
+72
106
$477K 0.08%
+12,860
107
$471K 0.08%
7,705
+276
108
$460K 0.08%
1,152
+15
109
$442K 0.08%
21,723
-33
110
$439K 0.07%
21,472
111
$415K 0.07%
2,126
112
$412K 0.07%
9,507
+143
113
$396K 0.07%
1,860
+30
114
$395K 0.07%
8,951
+1,554
115
$390K 0.07%
2,305
+777
116
$375K 0.06%
2,856
117
$359K 0.06%
12,187
-1,409
118
$355K 0.06%
2,027
+31
119
$350K 0.06%
2,985
+440
120
$346K 0.06%
12,462
+189
121
$334K 0.06%
800
+26
122
$332K 0.06%
1,106
123
$322K 0.05%
693
+28
124
$320K 0.05%
4,007
-1,054
125
$316K 0.05%
3,264
+51
3 4
5
6 7