RWP
Revolve Wealth Partners Portfolio holdings
AUM
$766M
1-Year Return
11.97%
This Quarter Return
-1.65%
1 Year Return
+11.97%
3 Year Return
+50.54%
5 Year Return
–
10 Year Return
–
AUM
$691M
AUM Growth
+$10.5M
(+1.5%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
3.59%
Top 10 Holdings %
Top 10 Hldgs %
49.1%
Holding
244
New
25
Increased
130
Reduced
51
Closed
19
Top Buys
| 1 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$3.3M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.07M |
| 3 |
Alpha Architect International Quantitative Value ETF
IVAL
|
$3.04M |
| 4 |
Tesla
TSLA
|
$2.94M |
| 5 |
Equinix
EQIX
|
$2.16M |
Top Sells
| 1 |
Loar Holdings
LOAR
|
$5.01M |
| 2 |
Commercial Vehicle Group
CVGI
|
$3.3M |
| 3 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
$791K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$677K |
| 5 |
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% |
