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
176
$271K 0.04%
2,183
+7
177
$269K 0.04%
+1,122
178
$266K 0.04%
1,078
+259
179
$262K 0.04%
2,172
+235
180
$258K 0.04%
1,694
-347
181
$256K 0.04%
+8,636
182
$255K 0.04%
491
+20
183
$252K 0.04%
2,097
+91
184
$252K 0.04%
+8,681
185
$252K 0.04%
12,181
-1,984
186
$248K 0.04%
+2,910
187
$247K 0.04%
+1,214
188
$243K 0.04%
499
+6
189
$241K 0.03%
665
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190
$241K 0.03%
567
+1
191
$239K 0.03%
11,177
-376
192
$237K 0.03%
1,402
193
$237K 0.03%
3,298
+530
194
$236K 0.03%
2,088
-1,084
195
$236K 0.03%
4,902
-799
196
$235K 0.03%
4,809
-784
197
$231K 0.03%
+1,197
198
$230K 0.03%
1,007
-1,965
199
$229K 0.03%
800
+1
200
$228K 0.03%
457
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8
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