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
$516M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$11M
3
+$4.28M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.89M
5
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.79M

Top Sells

1
+$2.9M
2
+$2.75M
3
+$2.54M
4
EQIX icon
Equinix
EQIX
+$2.44M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$875K

Sector Composition

1 Technology 6.02%
2 Healthcare 2.48%
3 Financials 1.94%
4 Consumer Discretionary 1.8%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$276K 0.05%
+5,593
127
$276K 0.05%
+5,701
128
$273K 0.05%
665
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129
$266K 0.05%
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130
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131
$258K 0.05%
670
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132
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133
$255K 0.05%
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134
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1,281
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135
$250K 0.05%
712
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136
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137
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138
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139
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141
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144
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145
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146
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147
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148
$214K 0.04%
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149
$212K 0.04%
2,529
+2
150
$209K 0.04%
1,565
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3 4 5
6
7