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
$655M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.61M
3
+$1.4M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.23M
5
AAPL icon
Apple
AAPL
+$1.19M

Top Sells

1
+$3.29M
2
+$1.51M
3
+$910K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$694K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$652K

Sector Composition

1 Technology 7.15%
2 Healthcare 2.64%
3 Financials 2.1%
4 Communication Services 1.74%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.91M 0.75%
8,581
+7
27
$4.84M 0.74%
44,939
-544
28
$4.48M 0.68%
24,059
-17,657
29
$4.43M 0.67%
83,832
+20,408
30
$4.09M 0.62%
63,103
+1,123
31
$3.64M 0.55%
6,349
+262
32
$3.25M 0.49%
117,177
-2,325
33
$2.89M 0.44%
10,959
-588
34
$2.68M 0.41%
25,786
+598
35
$2.63M 0.4%
12,481
+1,912
36
$2.52M 0.38%
97,960
-3,708
37
$2.48M 0.38%
5,081
-499
38
$2.48M 0.38%
5,387
+430
39
$2.46M 0.37%
4,659
+501
40
$2.45M 0.37%
4,195
+242
41
$2.45M 0.37%
8,894
+340
42
$2.39M 0.36%
14,424
-171
43
$2.39M 0.36%
10,802
-38
44
$2.37M 0.36%
20,275
-1,248
45
$2.36M 0.36%
6,294
-523
46
$2.3M 0.35%
4,033
47
$2.11M 0.32%
74,967
-5,868
48
$2.06M 0.31%
28,302
-8,977
49
$2.05M 0.31%
32,884
-1,940
50
$2.02M 0.31%
4,086
-206
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