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
$304M
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.62M
3
+$1.92M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.6M
5
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.5M

Top Sells

1
+$3.74M
2
+$2.29M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$415K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$408K

Sector Composition

1 Technology 5.85%
2 Healthcare 4.01%
3 Consumer Discretionary 3.18%
4 Financials 2.47%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 0.8%
47,959
-45,218
27
$2.3M 0.76%
4,479
+136
28
$2.28M 0.75%
6,037
+686
29
$2.24M 0.74%
54,984
+2,029
30
$2.2M 0.72%
12,468
+1,885
31
$2.12M 0.7%
37,219
-1,822
32
$2.1M 0.69%
12,373
+891
33
$1.97M 0.65%
116,875
+5,942
34
$1.79M 0.59%
8,042
+3,189
35
$1.75M 0.58%
4,239
+342
36
$1.73M 0.57%
7,920
-263
37
$1.63M 0.54%
8,281
-1,734
38
$1.62M 0.53%
5,134
+102
39
$1.56M 0.51%
9,675
+395
40
$1.56M 0.51%
4,491
+399
41
$1.53M 0.5%
5,455
-179
42
$1.47M 0.48%
61,707
-3,153
43
$1.42M 0.47%
7,985
+263
44
$1.23M 0.41%
11,791
+7,757
45
$1.13M 0.37%
4,139
-123
46
$1.11M 0.36%
8,545
-1,045
47
$1.08M 0.36%
20,632
-1,144
48
$1.06M 0.35%
10,469
-187
49
$1.06M 0.35%
9,740
+360
50
$1.04M 0.34%
26,215
-1,989
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