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
$427M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$5M
3
+$5M
4
ITAN icon
Sparkline Intangible Value ETF
ITAN
+$4.61M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.29M

Top Sells

1
+$8.2M
2
+$8.13M
3
+$7.82M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.39M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.13M

Sector Composition

1 Technology 6.44%
2 Healthcare 2.83%
3 Consumer Discretionary 2.56%
4 Financials 1.83%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 0.8%
195,726
+18,935
27
$3.25M 0.76%
57,903
-346
28
$3.08M 0.72%
13,987
-1,490
29
$2.99M 0.7%
136,438
-188,550
30
$2.98M 0.7%
70,340
+2,160
31
$2.66M 0.62%
77,393
-522
32
$2.64M 0.62%
3,365
-236
33
$2.6M 0.61%
9,058
+42
34
$2.49M 0.58%
54,023
-2,210
35
$2.39M 0.56%
23,971
-5,108
36
$2.26M 0.53%
4,712
+160
37
$2.21M 0.52%
4,984
-189
38
$2.17M 0.51%
28,126
-1,194
39
$2.17M 0.51%
10,886
-1,224
40
$2.16M 0.5%
41,245
-9,265
41
$2.15M 0.5%
11,455
-108
42
$2.06M 0.48%
7,493
-455
43
$2.01M 0.47%
82,938
-19,233
44
$1.99M 0.47%
31,726
+466
45
$1.91M 0.45%
3,983
-97
46
$1.87M 0.44%
4,765
+33
47
$1.85M 0.43%
4,548
-130
48
$1.82M 0.43%
7,662
+133
49
$1.66M 0.39%
4,491
-815
50
$1.62M 0.38%
4,759
+122
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