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
$393M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$5.79M
3
+$5.76M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$5.64M
5
EQIX icon
Equinix
EQIX
+$2.6M

Top Sells

1
+$10.3M
2
+$10.1M
3
+$9.24M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.16M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.78M

Sector Composition

1 Technology 5.49%
2 Healthcare 2.91%
3 Consumer Discretionary 2.26%
4 Financials 1.84%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.57M 0.91%
17,229
+1,435
27
$3.26M 0.83%
15,477
-1,145
28
$3.22M 0.82%
58,249
-151
29
$3.1M 0.79%
176,791
+17,380
30
$2.81M 0.72%
29,079
-9,249
31
$2.64M 0.67%
77,915
+8,324
32
$2.6M 0.66%
+3,601
33
$2.54M 0.65%
56,233
+3,150
34
$2.53M 0.64%
50,510
-21,025
35
$2.49M 0.63%
102,171
+9,441
36
$2.3M 0.58%
12,110
-614
37
$2.2M 0.56%
29,320
-1,028
38
$2.15M 0.55%
4,552
-111
39
$2.12M 0.54%
5,173
-79
40
$2.06M 0.52%
11,563
-288
41
$1.94M 0.49%
7,948
-685
42
$1.94M 0.49%
31,260
+334
43
$1.91M 0.49%
9,016
+1,514
44
$1.89M 0.48%
68,180
+1,760
45
$1.87M 0.48%
4,080
-50
46
$1.76M 0.45%
4,678
-262
47
$1.72M 0.44%
4,732
-186
48
$1.7M 0.43%
5,306
-19
49
$1.7M 0.43%
7,529
-559
50
$1.43M 0.36%
28,286
-30,961
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