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
$304M
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.62M
3
+$1.92M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.6M
5
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.5M

Top Sells

1
+$3.74M
2
+$2.29M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$415K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$408K

Sector Composition

1 Technology 5.85%
2 Healthcare 4.01%
3 Consumer Discretionary 3.18%
4 Financials 2.47%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$988K 0.32%
8,770
-174
52
$933K 0.31%
61,570
-390
53
$896K 0.29%
4,748
+115
54
$891K 0.29%
6,196
-104
55
$850K 0.28%
3,033
56
$752K 0.25%
5,602
+338
57
$700K 0.23%
6,891
+29
58
$666K 0.22%
1,401
+29
59
$652K 0.21%
5,960
-40
60
$615K 0.2%
29,538
-330
61
$607K 0.2%
13,993
-3,672
62
$603K 0.2%
7,615
-83
63
$597K 0.2%
+20,155
64
$591K 0.19%
7,727
+8
65
$545K 0.18%
10,358
-2,505
66
$544K 0.18%
13,566
-313
67
$532K 0.17%
3,707
+3
68
$531K 0.17%
1,450
+37
69
$524K 0.17%
6,114
+462
70
$501K 0.16%
7,962
+50
71
$495K 0.16%
3,421
-479
72
$494K 0.16%
2,814
+8
73
$477K 0.16%
5,227
+339
74
$439K 0.14%
4,655
+319
75
$428K 0.14%
3,992
+20
1 2
3
4 5