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
201
$241K 0.03%
7,478
+48
202
$240K 0.03%
+2,363
203
$237K 0.03%
3,188
-114
204
$236K 0.03%
+219
205
$227K 0.03%
804
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206
$227K 0.03%
7,217
-905
207
$226K 0.03%
808
-54
208
$224K 0.03%
+3,672
209
$223K 0.03%
3,312
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210
$222K 0.03%
853
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211
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+3,337
212
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4,336
-3,400
213
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973
214
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215
$211K 0.03%
975
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216
$210K 0.03%
708
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217
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218
$210K 0.03%
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219
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220
$209K 0.03%
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221
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2,178
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222
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2,233
-37
223
$208K 0.02%
2,126
-386
224
$206K 0.02%
+1,819
225
$204K 0.02%
+2,596
6 7 8
9
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