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
$681M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.3M
3
+$1.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.4M
5
COMP icon
Compass
COMP
+$1.34M

Top Sells

1
+$972K
2
+$503K
3
+$468K
4
UNP icon
Union Pacific
UNP
+$448K
5
WM icon
Waste Management
WM
+$382K

Sector Composition

1 Technology 7.5%
2 Financials 2.5%
3 Healthcare 2.19%
4 Consumer Discretionary 2.09%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$475K 0.07%
14,729
-1,385
127
$469K 0.07%
1,580
-1,009
128
$469K 0.07%
+11,623
129
$457K 0.07%
2,151
-21
130
$453K 0.07%
1,972
+26
131
$450K 0.07%
+5,946
132
$445K 0.06%
4,475
-323
133
$436K 0.06%
1,982
-586
134
$432K 0.06%
2,984
-1,255
135
$419K 0.06%
+12,602
136
$391K 0.06%
2,542
+340
137
$388K 0.06%
+3,526
138
$379K 0.05%
1,452
-127
139
$375K 0.05%
2,251
+150
140
$370K 0.05%
1,106
141
$367K 0.05%
+7,661
142
$364K 0.05%
+18,672
143
$358K 0.05%
+17,471
144
$353K 0.05%
854
-73
145
$348K 0.05%
4,854
+298
146
$340K 0.05%
278
-3
147
$340K 0.05%
2,438
-96
148
$336K 0.05%
632
-158
149
$334K 0.05%
8,893
-224
150
$332K 0.05%
3,721
+441
4 5
6
7 8