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
$346M
AUM Growth
-$993K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$3.6M
3
+$2.81M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.36M

Top Sells

1
+$2.34M
2
+$1.62M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$772K

Sector Composition

1 Technology 6.82%
2 Consumer Discretionary 4.03%
3 Healthcare 3.67%
4 Financials 2.75%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.3%
4,633
+300
52
$963K 0.28%
6,300
+300
53
$914K 0.26%
3,033
+978
54
$888K 0.26%
17,665
-2,947
55
$844K 0.24%
7,719
+461
56
$838K 0.24%
6,000
+540
57
$830K 0.24%
5,264
+250
58
$821K 0.24%
6,862
-220
59
$774K 0.22%
7,698
-257
60
$764K 0.22%
1,372
-5
61
$711K 0.21%
29,868
+645
62
$702K 0.2%
12,863
-7,871
63
$654K 0.19%
5,659
+89
64
$644K 0.19%
1,413
+2
65
$635K 0.18%
3,900
+42
66
$627K 0.18%
13,879
-39
67
$625K 0.18%
2,806
-33
68
$620K 0.18%
4,888
+486
69
$601K 0.17%
3,704
+3
70
$595K 0.17%
4,336
-3
71
$551K 0.16%
+16,863
72
$538K 0.16%
8,113
+191
73
$491K 0.14%
7,912
+428
74
$488K 0.14%
2,299
-49
75
$469K 0.14%
6,018
+115
1 2
3
4 5