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
$427M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$5M
3
+$5M
4
ITAN icon
Sparkline Intangible Value ETF
ITAN
+$4.61M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.29M

Top Sells

1
+$8.2M
2
+$8.13M
3
+$7.82M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.39M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.13M

Sector Composition

1 Technology 6.44%
2 Healthcare 2.83%
3 Consumer Discretionary 2.56%
4 Financials 1.83%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.37%
13,207
+370
52
$1.42M 0.33%
28,262
-24
53
$1.36M 0.32%
9,344
+207
54
$1.33M 0.31%
27,098
-206
55
$1.27M 0.3%
7,694
+401
56
$1.1M 0.26%
23,987
-455
57
$1.06M 0.25%
8,732
+869
58
$1.02M 0.24%
7,363
-647
59
$1M 0.23%
6,602
-48
60
$872K 0.2%
41,212
61
$820K 0.19%
7,877
62
$810K 0.19%
7,108
-153
63
$807K 0.19%
15,145
+2,400
64
$796K 0.19%
12,788
+928
65
$760K 0.18%
9,028
+834
66
$748K 0.18%
20,391
+1,152
67
$695K 0.16%
6,479
-76
68
$695K 0.16%
7,188
69
$674K 0.16%
6,136
70
$644K 0.15%
14,922
+20
71
$639K 0.15%
31,041
72
$604K 0.14%
1,943
+231
73
$595K 0.14%
1,217
+51
74
$584K 0.14%
1,956
+68
75
$570K 0.13%
+22,170
1 2
3
4 5