RWP
Revolve Wealth Partners Portfolio holdings
AUM
$766M
This Quarter Return
+7.62%
1 Year Return
+11.97%
3 Year Return
+50.54%
5 Year Return
–
10 Year Return
–
AUM
$393M
AUM Growth
+$393M
(+13%)
Cap. Flow
+$27.1M
Cap. Flow
% of AUM
6.9%
Top 10 Holdings %
Top 10 Hldgs %
47.33%
Holding
150
New
7
Increased
54
Reduced
74
Closed
10
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$34.8M |
| 2 |
Alpha Architect US Quantitative Momentum ETF
QMOM
|
$5.79M |
| 3 |
Sparkline Intangible Value ETF
ITAN
|
$5.76M |
| 4 |
Cambria Shareholder Yield ETF
SYLD
|
$5.64M |
| 5 |
Equinix
EQIX
|
$2.6M |
Top Sells
| 1 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$10.3M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$10.1M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$9.24M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$4.16M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$3.78M |
Sector Composition
| 1 | Technology | 5.49% |
| 2 | Healthcare | 2.91% |
| 3 | Consumer Discretionary | 2.26% |
| 4 | Financials | 1.84% |
| 5 | Communication Services | 1.32% |
