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
151
$248K 0.04%
878
+47
152
$247K 0.04%
2,612
+83
153
$246K 0.04%
1,002
+53
154
$245K 0.04%
1,056
+9
155
$244K 0.04%
+2,506
156
$242K 0.04%
3,033
+10
157
$241K 0.04%
1,482
-237
158
$234K 0.04%
589
+1
159
$232K 0.04%
+798
160
$232K 0.04%
+2,043
161
$229K 0.04%
+3,946
162
$228K 0.04%
1,179
+15
163
$222K 0.04%
1,956
+116
164
$220K 0.04%
2,416
-193
165
$219K 0.04%
+4,175
166
$217K 0.04%
+1,044
167
$217K 0.04%
1,284
+3
168
$216K 0.04%
+5,490
169
$214K 0.04%
+839
170
$214K 0.04%
4,403
171
$213K 0.04%
1,804
-21
172
$213K 0.04%
1,221
173
$212K 0.04%
+703
174
$212K 0.04%
1,627
+62
175
$211K 0.04%
1,067
+17
4 5 6
7
8