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
1
$128M 15.4%
391,033
-1,648
2
$50.7M 6.08%
580,822
+6
3
$42.2M 5.07%
1,399,493
+46,647
4
$27.8M 3.33%
799,798
+23,746
5
$27.6M 3.31%
1,108,013
-76,195
6
$27.3M 3.28%
424,355
+17,527
7
$26.2M 3.15%
381,901
+15,829
8
$25.5M 3.06%
510,740
+24,253
9
$24.1M 2.89%
1,033,860
+88,570
10
$19.2M 2.3%
421,438
+9,093
11
$19.1M 2.29%
74,815
+6,734
12
$18.3M 2.2%
459,464
+33,508
13
$18.2M 2.18%
208,829
-4,598
14
$17.7M 2.12%
753,124
+28,333
15
$17.6M 2.11%
411,245
+4,606
16
$16.3M 1.96%
320,604
+89,992
17
$15.1M 1.82%
142,195
+8,880
18
$14.8M 1.78%
28,644
+1,259
19
$14.4M 1.73%
77,183
+1,778
20
$14.3M 1.72%
448,374
-2,382
21
$13M 1.56%
130,878
+8,626
22
$13M 1.56%
19,438
+1,023
23
$11.3M 1.35%
428,227
-2,238
24
$8.03M 0.96%
133,949
+4,863
25
$7.24M 0.87%
90,534
-1,548
1
2 3 4 5