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
$299M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.84M
3
+$1.82M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.35M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.25M

Top Sells

1
+$1.1M
2
+$339K
3
+$337K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$320K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$288K

Sector Composition

1 Technology 5.49%
2 Healthcare 3.92%
3 Consumer Discretionary 3.58%
4 Financials 2.42%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$984K 0.33%
8,081
-464
52
$964K 0.32%
10,010
-459
53
$883K 0.3%
4,918
+170
54
$871K 0.29%
19,907
-725
55
$796K 0.27%
3,032
-1
56
$793K 0.26%
20,584
+6,591
57
$787K 0.26%
6,236
+40
58
$753K 0.25%
62,060
+490
59
$683K 0.23%
7,822
+1,708
60
$673K 0.22%
6,995
+1,035
61
$655K 0.22%
6,815
-76
62
$619K 0.21%
4,310
+889
63
$597K 0.2%
7,615
64
$573K 0.19%
4,237
+530
65
$548K 0.18%
28,122
-1,416
66
$519K 0.17%
1,880
+341
67
$516K 0.17%
4,056
-1,546
68
$508K 0.17%
9,071
+1,109
69
$503K 0.17%
5,332
+677
70
$496K 0.17%
5,930
+703
71
$494K 0.17%
5,179
+984
72
$481K 0.16%
2,083
+538
73
$473K 0.16%
13,566
74
$473K 0.16%
1,253
-148
75
$466K 0.16%
7,353
-374
1 2
3
4 5