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
$349M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$4.03M
3
+$3.37M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$2.86M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$2.84M

Top Sells

1
+$2.01M
2
+$1.86M
3
+$796K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$724K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$722K

Sector Composition

1 Technology 5.05%
2 Healthcare 3.77%
3 Financials 2.2%
4 Consumer Discretionary 1.96%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.33%
22,368
+2,461
52
$1.12M 0.32%
24,429
+3,845
53
$1.1M 0.31%
25,782
-373
54
$1.08M 0.31%
21,452
-4,654
55
$1.06M 0.3%
7,874
-207
56
$1.03M 0.29%
11,659
+912
57
$971K 0.28%
66,420
+4,360
58
$954K 0.27%
9,153
-2,082
59
$953K 0.27%
6,289
+53
60
$903K 0.26%
7,502
-1,576
61
$860K 0.25%
8,868
-1,142
62
$818K 0.23%
5,791
+1,735
63
$713K 0.2%
6,463
-1,359
64
$679K 0.19%
6,448
-367
65
$671K 0.19%
7,563
+568
66
$638K 0.18%
+30,426
67
$613K 0.18%
4,036
-201
68
$604K 0.17%
7,219
-396
69
$595K 0.17%
1,885
+5
70
$585K 0.17%
3,261
-1,049
71
$583K 0.17%
26,472
-1,650
72
$581K 0.17%
15,323
+1,757
73
$567K 0.16%
8,921
-150
74
$545K 0.16%
7,594
+1,267
75
$538K 0.15%
11,010
+2,196
1 2
3
4 5