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
$585M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.51M
3
+$2.19M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.06M
5
SHOP icon
Shopify
SHOP
+$1.44M

Top Sells

1
+$3.15M
2
+$964K
3
+$528K
4
LULU icon
lululemon athletica
LULU
+$209K
5
AAPL icon
Apple
AAPL
+$176K

Sector Composition

1 Technology 6.61%
2 Healthcare 2.28%
3 Financials 2.07%
4 Consumer Discretionary 1.93%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$315K 0.05%
1,649
+175
127
$307K 0.05%
2,215
+69
128
$299K 0.05%
5,150
129
$299K 0.05%
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130
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715
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131
$297K 0.05%
1,304
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132
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2,105
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133
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134
$294K 0.05%
5,882
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135
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13,665
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136
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6,808
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137
$283K 0.05%
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138
$281K 0.05%
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139
$277K 0.05%
5,639
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140
$274K 0.05%
5,701
141
$274K 0.05%
5,593
142
$272K 0.05%
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143
$271K 0.05%
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144
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145
$264K 0.05%
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146
$257K 0.04%
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147
$255K 0.04%
+815
148
$251K 0.04%
433
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149
$249K 0.04%
+383
150
$249K 0.04%
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4 5
6
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