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
176
$208K 0.04%
+1,009
177
$208K 0.04%
+1,248
178
$208K 0.04%
+3,602
179
$205K 0.03%
+11,633
180
$204K 0.03%
+465
181
$198K 0.03%
2,962
+58
182
– –
-408
4 5 6 7
8