RWP
Revolve Wealth Partners Portfolio holdings
AUM
$766M
This Quarter Return
+8.69%
1 Year Return
+11.97%
3 Year Return
+50.54%
5 Year Return
–
10 Year Return
–
AUM
$766M
AUM Growth
+$766M
(+11%)
Cap. Flow
+$19.9M
Cap. Flow
% of AUM
2.6%
Top 10 Holdings %
Top 10 Hldgs %
48.82%
Holding
244
New
19
Increased
81
Reduced
109
Closed
18
Top Buys
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
$15.8M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$6.02M |
| 3 |
Cambria Shareholder Yield ETF
SYLD
|
$2.36M |
| 4 |
Alpha Architect US Quantitative Momentum ETF
QMOM
|
$1.99M |
| 5 |
VanEck High Yield Muni ETF
HYD
|
$1.96M |
Top Sells
| 1 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$1.24M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.13M |
| 3 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$1.09M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$998K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$949K |
Sector Composition
| 1 | Technology | 7.27% |
| 2 | Financials | 2.54% |
| 3 | Healthcare | 1.97% |
| 4 | Consumer Discretionary | 1.94% |
| 5 | Communication Services | 1.9% |
