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
176
$259K 0.04%
+3,152
177
$259K 0.04%
951
+38
178
$257K 0.04%
1,830
-142
179
$253K 0.04%
9,230
+594
180
$252K 0.04%
496
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181
$252K 0.04%
12,181
182
$252K 0.04%
+2,497
183
$251K 0.04%
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184
$246K 0.04%
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+78
185
$243K 0.04%
918
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186
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3,299
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187
$242K 0.04%
+398
188
$239K 0.03%
902
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189
$238K 0.03%
2,175
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190
$238K 0.03%
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191
$238K 0.03%
789
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192
$238K 0.03%
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193
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4,902
194
$238K 0.03%
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195
$237K 0.03%
477
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196
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197
$235K 0.03%
2,558
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198
$234K 0.03%
857
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199
$232K 0.03%
900
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200
$230K 0.03%
118
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