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
$681M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.3M
3
+$1.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.4M
5
COMP icon
Compass
COMP
+$1.34M

Top Sells

1
+$972K
2
+$503K
3
+$468K
4
UNP icon
Union Pacific
UNP
+$448K
5
WM icon
Waste Management
WM
+$382K

Sector Composition

1 Technology 7.5%
2 Financials 2.5%
3 Healthcare 2.19%
4 Consumer Discretionary 2.09%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$597K 0.09%
1,144
+14
102
$591K 0.09%
10,805
-181
103
$586K 0.08%
5,551
-2,276
104
$580K 0.08%
1,305
-37
105
$580K 0.08%
1,999
-1
106
$571K 0.08%
7,715
+3
107
$567K 0.08%
5,644
+20
108
$565K 0.08%
13,509
109
$564K 0.08%
4,873
+159
110
$563K 0.08%
1,942
+52
111
$558K 0.08%
4,422
+75
112
$548K 0.08%
8,795
+293
113
$544K 0.08%
20,879
+17
114
$544K 0.08%
10,866
-1,218
115
$542K 0.08%
9,156
+2,474
116
$538K 0.08%
4,828
-1,118
117
$532K 0.08%
2,356
-659
118
$518K 0.07%
+12,442
119
$511K 0.07%
813
+482
120
$508K 0.07%
888
+58
121
$500K 0.07%
2,126
122
$498K 0.07%
18,766
+2,087
123
$488K 0.07%
21,510
-183
124
$486K 0.07%
1,509
+542
125
$484K 0.07%
6,221
-419
3 4
5
6 7