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
151
$391K 0.05%
823
+41
152
$391K 0.05%
7,787
-4,917
153
$386K 0.05%
3,841
+90
154
$384K 0.05%
1,100
+9
155
$381K 0.05%
8,674
+1,764
156
$381K 0.05%
14,954
-2,981
157
$371K 0.04%
1,989
-11
158
$371K 0.04%
991
+3
159
$370K 0.04%
317
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160
$365K 0.04%
2,953
+117
161
$361K 0.04%
1,823
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162
$359K 0.04%
2,078
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163
$358K 0.04%
4,747
-151
164
$356K 0.04%
2,466
+13
165
$356K 0.04%
1,818
-12
166
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1,138
167
$349K 0.04%
567
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284
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169
$347K 0.04%
2,471
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170
$334K 0.04%
914
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171
$323K 0.04%
3,870
+27
172
$323K 0.04%
947
+17
173
$317K 0.04%
665
+40
174
$303K 0.04%
2,308
+79
175
$293K 0.04%
1,164
+62
5 6
7
8 9