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
$691M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.07M
3
+$3.04M
4
TSLA icon
Tesla
TSLA
+$2.94M
5
EQIX icon
Equinix
EQIX
+$2.16M

Top Sells

1
+$5.01M
2
+$3.3M
3
+$791K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$677K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$388K

Sector Composition

1 Technology 6.91%
2 Financials 2.65%
3 Healthcare 2.41%
4 Consumer Discretionary 1.86%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$468K 0.07%
8,668
+2,972
127
$463K 0.07%
1,509
128
$461K 0.07%
4,187
-235
129
$448K 0.06%
2,126
130
$438K 0.06%
2,171
+20
131
$436K 0.06%
1,620
+40
132
$429K 0.06%
19,714
+2,243
133
$425K 0.06%
6,224
+3
134
$417K 0.06%
16,460
-2,306
135
$415K 0.06%
3,752
+31
136
$414K 0.06%
7,954
+293
137
$402K 0.06%
18,652
-2,858
138
$401K 0.06%
4,464
-11
139
$391K 0.06%
2,545
+3
140
$391K 0.06%
3,487
+196
141
$391K 0.06%
1,487
+35
142
$390K 0.06%
1,901
-71
143
$382K 0.06%
2,405
+308
144
$370K 0.05%
3,034
+84
145
$366K 0.05%
787
+10
146
$366K 0.05%
18,672
147
$364K 0.05%
12,880
-1,236
148
$362K 0.05%
861
+7
149
$361K 0.05%
11,723
+670
150
$357K 0.05%
5,036
+182
4 5
6
7 8