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
1
$102M 14.82%
372,886
-958
2
$44.8M 6.48%
592,187
+40,519
3
$35.1M 5.07%
1,373,167
+119,162
4
$31M 4.48%
1,227,999
+130,892
5
$24.3M 3.52%
486,312
-15,823
6
$22.3M 3.23%
376,198
+5,754
7
$21.5M 3.11%
722,212
+11,758
8
$21M 3.04%
329,745
+28,660
9
$19.1M 2.76%
424,019
+9,157
10
$17.9M 2.58%
903,329
+80,733
11
$17.4M 2.52%
219,598
+1,100
12
$17.2M 2.49%
742,926
+7,669
13
$16.1M 2.33%
72,496
+5,639
14
$14.7M 2.12%
411,688
+38,427
15
$13.5M 1.96%
128,290
+4,097
16
$12.3M 1.77%
489,573
+8,209
17
$10.5M 1.52%
27,917
+233
18
$10.4M 1.51%
119,505
+9,731
19
$10.4M 1.51%
471,280
+6,060
20
$10.1M 1.45%
17,898
-156
21
$9.8M 1.42%
191,556
+449
22
$8.62M 1.25%
79,546
+4,376
23
$6.57M 0.95%
129,247
+5,762
24
$5.66M 0.82%
313,567
-496
25
$5.37M 0.78%
28,207
+3,162
1
2 3 4 5