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
201
$226K 0.03%
684
+19
202
$226K 0.03%
7,275
-1,406
203
$225K 0.03%
+3,810
204
$224K 0.03%
+6,284
205
$223K 0.03%
+963
206
$216K 0.03%
+933
207
$216K 0.03%
815
+17
208
$216K 0.03%
+3,616
209
$213K 0.03%
+1,188
210
$213K 0.03%
+7,724
211
$212K 0.03%
+3,556
212
$212K 0.03%
+5,868
213
$210K 0.03%
471
-28
214
$210K 0.03%
+2,411
215
$207K 0.03%
45
+3
216
$206K 0.03%
+2,099
217
$204K 0.03%
+3,703
218
$203K 0.03%
+1,736
219
$202K 0.03%
+3,367
220
$201K 0.03%
713
+3
221
$200K 0.03%
1,174
+38
222
$106K 0.02%
31,501
+140
223
$3.76K ﹤0.01%
+69,570
224
$3.75K ﹤0.01%
+10,756
225
$2.43K ﹤0.01%
242
+35
6 7 8
9
10