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
$691M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.07M
3
+$3.04M
4
TSLA icon
Tesla
TSLA
+$2.94M
5
EQIX icon
Equinix
EQIX
+$2.16M

Top Sells

1
+$5.01M
2
+$3.3M
3
+$791K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$677K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$388K

Sector Composition

1 Technology 6.91%
2 Financials 2.65%
3 Healthcare 2.41%
4 Consumer Discretionary 1.86%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$629K 0.09%
8,782
-13
102
$611K 0.09%
9,318
-776
103
$604K 0.09%
2,048
+49
104
$590K 0.09%
14,132
+240
105
$586K 0.08%
13,400
-109
106
$574K 0.08%
9,294
+138
107
$566K 0.08%
5,700
+56
108
$557K 0.08%
6,597
+651
109
$552K 0.08%
20,749
-130
110
$547K 0.08%
10,680
-125
111
$543K 0.08%
1,416
+111
112
$541K 0.08%
3,232
+248
113
$533K 0.08%
2,145
+163
114
$524K 0.08%
13,838
+1,396
115
$522K 0.08%
1,946
+119
116
$517K 0.07%
14,293
+1,691
117
$507K 0.07%
826
+13
118
$505K 0.07%
2,386
+30
119
$504K 0.07%
5,109
+281
120
$503K 0.07%
7,715
121
$486K 0.07%
889
+1
122
$476K 0.07%
9,490
-1,376
123
$474K 0.07%
2,368
+117
124
$472K 0.07%
16,042
+1,313
125
$470K 0.07%
11,623
3 4
5
6 7