RWP

Revolve Wealth Partners Portfolio holdings

AUM $851M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$5.95M
3
+$5.83M
4
ITAN icon
Sparkline Intangible Value ETF
ITAN
+$5.6M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.59M

Top Sells

1
+$10.3M
2
+$9.37M
3
+$9.01M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.26M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.85M

Sector Composition

1 Technology 5.49%
2 Healthcare 2.91%
3 Consumer Discretionary 2.26%
4 Financials 1.84%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.36%
4,637
-164
52
$1.33M 0.34%
12,837
+1,178
53
$1.33M 0.34%
27,304
+2,875
54
$1.19M 0.3%
9,137
-39
55
$1.13M 0.29%
7,293
-634
56
$1.07M 0.27%
24,442
-1,340
57
$1.07M 0.27%
8,010
+136
58
$989K 0.25%
6,650
+361
59
$962K 0.24%
18,948
-2,504
60
$897K 0.23%
9,003
+135
61
$869K 0.22%
41,212
+10,786
62
$825K 0.21%
7,877
-1,276
63
$818K 0.21%
7,863
+300
64
$785K 0.2%
19,239
-3,129
65
$719K 0.18%
6,555
+92
66
$712K 0.18%
7,261
-348
67
$682K 0.17%
+12,745
68
$669K 0.17%
4,628
-1,163
69
$661K 0.17%
11,860
+850
70
$654K 0.17%
7,188
-31
71
$652K 0.17%
6,136
-312
72
$639K 0.16%
31,041
+7,380
73
$639K 0.16%
8,194
+600
74
$604K 0.15%
27,609
+1,137
75
$593K 0.15%
15,017
-306
1 2
3
4 5