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
$347M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$28.9M
3
+$17.7M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$14.9M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.04%
2 Healthcare 4.77%
3 Consumer Discretionary 4.2%
4 Financials 2.62%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.35%
+20,734
52
$1.2M 0.34%
+10,475
53
$1.11M 0.32%
+22,021
54
$1.05M 0.3%
+5,570
55
$1.05M 0.3%
+4,333
56
$1.04M 0.3%
+7,258
57
$1.04M 0.3%
+20,612
58
$982K 0.28%
+6,000
59
$917K 0.26%
+7,955
60
$894K 0.26%
+1,377
61
$867K 0.25%
+7,082
62
$816K 0.23%
+5,014
63
$800K 0.23%
+1,411
64
$790K 0.23%
+5,460
65
$749K 0.22%
+7,922
66
$733K 0.21%
+5,320
67
$723K 0.21%
+2,839
68
$713K 0.21%
+29,223
69
$680K 0.2%
+13,918
70
$672K 0.19%
+4,339
71
$636K 0.18%
+3,701
72
$606K 0.17%
+10,060
73
$597K 0.17%
+2,348
74
$570K 0.16%
+4,402
75
$563K 0.16%
+2,055
1 2
3
4 5