RWP

Revolve Wealth Partners Portfolio holdings

AUM $770M
1-Year Est. Return 17.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$834M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.01M
3
+$2M
4
AAPL icon
Apple
AAPL
+$1.52M
5
TOL icon
Toll Brothers
TOL
+$1.51M

Top Sells

1
+$1.86M
2
+$634K
3
+$534K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$521K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$389K

Sector Composition

1 Technology 7.89%
2 Financials 2.5%
3 Consumer Discretionary 2.3%
4 Communication Services 2.1%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$545K 0.07%
8,264
-440
127
$542K 0.07%
5,078
-1,678
128
$533K 0.06%
8,040
-1,047
129
$525K 0.06%
11,623
130
$524K 0.06%
8,573
131
$522K 0.06%
13,765
+5,434
132
$496K 0.06%
2,501
-85
133
$488K 0.06%
17,280
+4,393
134
$486K 0.06%
1,462
-31
135
$473K 0.06%
18,408
+13
136
$463K 0.06%
18,217
137
$462K 0.06%
1,310
-9
138
$455K 0.05%
1,918
-188
139
$449K 0.05%
1,455
-23
140
$443K 0.05%
2,660
-84
141
$420K 0.05%
1,110
+2
142
$413K 0.05%
2,548
-21
143
$413K 0.05%
1,944
+171
144
$405K 0.05%
6,024
+38
145
$404K 0.05%
824
-28
146
$398K 0.05%
4,737
+95
147
$396K 0.05%
3,569
-26
148
$396K 0.05%
4,722
+105
149
$396K 0.05%
2,405
+298
150
$393K 0.05%
5,385
-32
4 5
6
7 8