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
$431M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.56M
3
+$3.31M
4
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$2.11M
5
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$1.37M

Top Sells

1
+$1.07M
2
+$1.06M
3
+$971K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$779K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$709K

Sector Composition

1 Technology 6.1%
2 Healthcare 2.87%
3 Consumer Discretionary 2.53%
4 Financials 2.03%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.38%
4,231
-317
52
$1.6M 0.37%
11,051
+1,707
53
$1.52M 0.35%
31,512
+3,250
54
$1.33M 0.31%
27,100
+2
55
$1.25M 0.29%
9,482
+750
56
$1.05M 0.24%
23,959
-28
57
$1.04M 0.24%
6,655
-1,039
58
$984K 0.23%
6,747
+145
59
$963K 0.22%
7,351
-12
60
$875K 0.2%
41,212
61
$831K 0.19%
7,066
+587
62
$816K 0.19%
15,990
+845
63
$810K 0.19%
7,877
64
$780K 0.18%
13,007
+219
65
$759K 0.17%
9,328
+300
66
$745K 0.17%
7,241
+133
67
$738K 0.17%
2,441
+498
68
$693K 0.16%
15,073
+151
69
$672K 0.15%
1,252
+93
70
$658K 0.15%
7,198
+10
71
$644K 0.15%
1,263
+46
72
$643K 0.15%
19,390
-1,001
73
$642K 0.15%
31,041
74
$640K 0.15%
6,136
75
$636K 0.15%
4,094
+696
1 2
3
4 5