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
$431M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.56M
3
+$3.31M
4
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$2.11M
5
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$1.37M

Top Sells

1
+$1.07M
2
+$1.06M
3
+$971K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$779K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$709K

Sector Composition

1 Technology 6.1%
2 Healthcare 2.87%
3 Consumer Discretionary 2.53%
4 Financials 2.03%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 0.84%
13,453
-215
27
$3.1M 0.71%
57,874
-29
28
$3.08M 0.71%
70,910
+570
29
$2.96M 0.68%
14,207
+220
30
$2.94M 0.68%
130,326
-43,062
31
$2.61M 0.6%
8,706
-352
32
$2.44M 0.56%
3,366
+1
33
$2.39M 0.55%
54,608
+585
34
$2.36M 0.54%
4,686
-26
35
$2.31M 0.53%
5,399
+415
36
$2.23M 0.51%
107,564
-28,874
37
$2.21M 0.51%
23,386
-585
38
$2.04M 0.47%
11,517
+62
39
$2M 0.46%
10,576
-310
40
$1.99M 0.46%
7,483
-10
41
$1.98M 0.46%
27,852
-274
42
$1.98M 0.46%
5,647
+888
43
$1.94M 0.45%
32,279
+553
44
$1.93M 0.45%
38,780
-2,465
45
$1.92M 0.44%
5,372
+881
46
$1.91M 0.44%
81,186
-1,752
47
$1.9M 0.44%
4,787
+22
48
$1.82M 0.42%
3,993
+10
49
$1.79M 0.41%
13,645
+438
50
$1.77M 0.41%
7,714
+52
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