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
151
$351K 0.05%
1,106
152
$347K 0.05%
7,656
+840
153
$346K 0.05%
2,005
+603
154
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155
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156
$338K 0.05%
3,894
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157
$330K 0.05%
2,488
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158
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277
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159
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8,653
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160
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2,494
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161
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162
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618
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164
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165
$291K 0.04%
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166
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167
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170
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172
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173
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5,581
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174
$266K 0.04%
1,139
+61
175
$262K 0.04%
10,941
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