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
176
$289K 0.03%
+1,420
177
$289K 0.03%
1,816
-1
178
$288K 0.03%
889
+29
179
$281K 0.03%
+1,929
180
$280K 0.03%
120
+4
181
$278K 0.03%
5,623
-69
182
$277K 0.03%
3,810
183
$277K 0.03%
929
+26
184
$276K 0.03%
1,118
-46
185
$269K 0.03%
1,248
+40
186
$265K 0.03%
349
-39
187
$263K 0.03%
568
188
$263K 0.03%
2,418
-519
189
$260K 0.03%
+537
190
$260K 0.03%
+1,938
191
$258K 0.03%
1,362
-157
192
$258K 0.03%
1,262
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193
$257K 0.03%
+2,694
194
$255K 0.03%
3,380
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195
$254K 0.03%
1,426
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196
$252K 0.03%
+709
197
$251K 0.03%
510
+3
198
$243K 0.03%
499
+4
199
$243K 0.03%
314
+3
200
$241K 0.03%
2,539
+100
6 7
8
9 10