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
$347M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$28.9M
3
+$17.7M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$14.9M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.04%
2 Healthcare 4.77%
3 Consumer Discretionary 4.2%
4 Financials 2.62%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 0.8%
+54,758
27
$2.67M 0.77%
+8,738
28
$2.6M 0.75%
+11,666
29
$2.57M 0.74%
+15,049
30
$2.38M 0.68%
+5,012
31
$2.34M 0.67%
+10,366
32
$2.29M 0.66%
+32,231
33
$2.27M 0.65%
+36,409
34
$2.24M 0.64%
+5,624
35
$2.15M 0.62%
+4,288
36
$1.98M 0.57%
+3,833
37
$1.98M 0.57%
+9,127
38
$1.92M 0.55%
+98,894
39
$1.89M 0.54%
+64,380
40
$1.79M 0.52%
+4,982
41
$1.78M 0.51%
+4,088
42
$1.73M 0.5%
+5,375
43
$1.47M 0.42%
+9,749
44
$1.41M 0.41%
+52,476
45
$1.39M 0.4%
+27,923
46
$1.28M 0.37%
+21,622
47
$1.27M 0.37%
+8,055
48
$1.27M 0.36%
+8,740
49
$1.23M 0.35%
+11,410
50
$1.22M 0.35%
+4,089
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