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
$346M
AUM Growth
-$993K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$3.6M
3
+$2.81M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.36M

Top Sells

1
+$2.34M
2
+$1.62M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$772K

Sector Composition

1 Technology 6.82%
2 Consumer Discretionary 4.03%
3 Healthcare 3.67%
4 Financials 2.75%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 0.75%
39,041
+6,810
27
$2.54M 0.73%
52,955
-1,803
28
$2.42M 0.7%
5,351
+339
29
$2.36M 0.68%
11,482
-184
30
$2.27M 0.66%
8,183
-555
31
$2.25M 0.65%
10,583
+217
32
$2.22M 0.64%
10,015
+888
33
$2.21M 0.64%
4,343
+55
34
$2.06M 0.6%
9,280
+56
35
$2.04M 0.59%
5,634
+10
36
$2.04M 0.59%
110,933
+12,039
37
$1.91M 0.55%
3,897
+64
38
$1.8M 0.52%
5,032
+50
39
$1.71M 0.49%
64,860
+12,384
40
$1.7M 0.49%
4,092
+4
41
$1.69M 0.49%
61,960
-2,420
42
$1.5M 0.43%
4,262
+173
43
$1.44M 0.41%
9,590
-159
44
$1.4M 0.4%
4,853
-522
45
$1.37M 0.4%
7,722
-7,327
46
$1.33M 0.38%
28,204
+281
47
$1.3M 0.38%
9,380
+640
48
$1.22M 0.35%
8,944
+889
49
$1.14M 0.33%
10,656
+181
50
$1.13M 0.33%
21,776
+154
1
2
3 4 5