RWP

Revolve Wealth Partners Portfolio holdings

AUM $770M
1-Year Est. Return 17.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$834M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.01M
3
+$2M
4
AAPL icon
Apple
AAPL
+$1.52M
5
TOL icon
Toll Brothers
TOL
+$1.51M

Top Sells

1
+$1.86M
2
+$634K
3
+$534K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$521K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$389K

Sector Composition

1 Technology 7.89%
2 Financials 2.5%
3 Consumer Discretionary 2.3%
4 Communication Services 2.1%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$753K 0.09%
13,900
102
$725K 0.09%
7,769
103
$697K 0.08%
7,217
+3,857
104
$695K 0.08%
2,310
+30
105
$693K 0.08%
4,462
+1,651
106
$686K 0.08%
955
+34
107
$686K 0.08%
7,642
+4,854
108
$683K 0.08%
19,222
+191
109
$677K 0.08%
2,400
-67
110
$659K 0.08%
828
+38
111
$657K 0.08%
3,926
+147
112
$638K 0.08%
4,765
+2,021
113
$633K 0.08%
11,856
114
$628K 0.08%
2,067
+5
115
$612K 0.07%
14,239
116
$610K 0.07%
8,911
-296
117
$608K 0.07%
10,630
118
$596K 0.07%
873
+14
119
$590K 0.07%
12,997
120
$582K 0.07%
2,126
121
$580K 0.07%
19,925
-840
122
$557K 0.07%
872
+8
123
$553K 0.07%
2,252
+40
124
$552K 0.07%
4,819
+61
125
$549K 0.07%
2,014
-34
3 4
5
6 7