RWP
Revolve Wealth Partners Portfolio holdings
AUM
$766M
1-Year Return
11.97%
This Quarter Return
-0.67%
1 Year Return
+11.97%
3 Year Return
+50.54%
5 Year Return
–
10 Year Return
–
AUM
$681M
AUM Growth
+$26.4M
(+4%)
Cap. Flow
+$34.1M
Cap. Flow
% of AUM
5.01%
Top 10 Holdings %
Top 10 Hldgs %
48.86%
Holding
229
New
38
Increased
100
Reduced
69
Closed
10
Top Buys
| 1 |
Loar Holdings
LOAR
|
$5.01M |
| 2 |
Commercial Vehicle Group
CVGI
|
$3.3M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.9M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.4M |
| 5 |
Compass
COMP
|
$1.34M |
Top Sells
| 1 |
Shopify
SHOP
|
$972K |
| 2 |
Schwab International Equity ETF
SCHF
|
$503K |
| 3 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$468K |
| 4 |
Union Pacific
UNP
|
$448K |
| 5 |
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% |
