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
101
$520K 0.09%
8,171
+466
102
$515K 0.08%
3,398
+274
103
$512K 0.08%
1,983
-54
104
$510K 0.08%
3,263
+59
105
$503K 0.08%
1,131
-21
106
$491K 0.08%
4,943
-12
107
$474K 0.08%
1,859
-40
108
$468K 0.08%
2,352
+47
109
$465K 0.08%
1,810
-88
110
$456K 0.08%
2,126
111
$455K 0.07%
21,720
-3
112
$439K 0.07%
21,472
113
$427K 0.07%
12,780
-80
114
$426K 0.07%
15,218
-2,727
115
$407K 0.07%
+8,460
116
$396K 0.07%
1,857
-3
117
$374K 0.06%
798
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118
$370K 0.06%
+9,915
119
$363K 0.06%
2,856
120
$363K 0.06%
12,273
-189
121
$361K 0.06%
9,217
-290
122
$361K 0.06%
11,782
-405
123
$346K 0.06%
2,095
+68
124
$341K 0.06%
1,106
125
$324K 0.05%
717
+2
3 4
5
6 7