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
$607M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.58M
3
+$1.61M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.48M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.46M

Top Sells

1
+$429K
2
+$397K
3
+$380K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$291K
5
VEEV icon
Veeva Systems
VEEV
+$245K

Sector Composition

1 Technology 7.16%
2 Healthcare 2.1%
3 Consumer Discretionary 1.91%
4 Financials 1.83%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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2,534
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127
$323K 0.05%
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128
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3,150
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129
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139
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140
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141
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149
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150
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