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
151
$328K 0.05%
2,111
+9
152
$327K 0.05%
2,492
-782
153
$325K 0.05%
777
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154
$323K 0.05%
+3,656
155
$321K 0.05%
14,116
-1,357
156
$321K 0.05%
+11,053
157
$318K 0.05%
2,950
-325
158
$316K 0.05%
3,760
-2,847
159
$315K 0.05%
1,972
160
$314K 0.05%
892
+1
161
$308K 0.04%
4,390
-1
162
$307K 0.04%
10,086
-78
163
$307K 0.04%
1,138
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164
$304K 0.04%
3,291
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165
$303K 0.04%
913
+136
166
$297K 0.04%
+5,696
167
$294K 0.04%
+909
168
$290K 0.04%
4,804
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169
$284K 0.04%
277
-5
170
$276K 0.04%
+1,146
171
$275K 0.04%
2,152
172
$274K 0.04%
710
173
$273K 0.04%
5,571
+241
174
$273K 0.04%
6,816
-822
175
$272K 0.04%
+20,909
5 6
7
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