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
$349M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$4.03M
3
+$3.37M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$2.86M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$2.84M

Top Sells

1
+$2.01M
2
+$1.86M
3
+$796K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$724K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$722K

Sector Composition

1 Technology 5.05%
2 Healthcare 3.77%
3 Financials 2.2%
4 Consumer Discretionary 1.96%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.93M 0.84%
59,247
-6,744
27
$2.86M 0.82%
+62,317
28
$2.84M 0.81%
+47,825
29
$2.73M 0.78%
159,411
+37,138
30
$2.47M 0.71%
4,663
+142
31
$2.44M 0.7%
+121,620
32
$2.39M 0.68%
30,348
+78
33
$2.34M 0.67%
12,724
+142
34
$2.33M 0.67%
92,730
+19,719
35
$2.23M 0.64%
53,083
-21
36
$2.13M 0.61%
69,591
+21,719
37
$2.07M 0.59%
11,851
-1,690
38
$2.01M 0.57%
5,252
-336
39
$1.95M 0.56%
15,794
-814
40
$1.85M 0.53%
8,633
-346
41
$1.83M 0.52%
4,130
-5
42
$1.79M 0.51%
30,926
-644
43
$1.74M 0.5%
4,940
+836
44
$1.71M 0.49%
4,918
-11
45
$1.68M 0.48%
8,088
+138
46
$1.59M 0.45%
+21,314
47
$1.48M 0.42%
4,801
+502
48
$1.42M 0.41%
5,325
-28
49
$1.4M 0.4%
7,927
-265
50
$1.23M 0.35%
9,176
-1,363
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