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
$655M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.61M
3
+$1.4M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.23M
5
AAPL icon
Apple
AAPL
+$1.19M

Top Sells

1
+$3.29M
2
+$1.51M
3
+$910K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$694K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$652K

Sector Composition

1 Technology 7.15%
2 Healthcare 2.64%
3 Financials 2.1%
4 Communication Services 1.74%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.29%
53,511
+5,878
52
$1.9M 0.29%
8,021
-1,530
53
$1.89M 0.29%
22,885
+738
54
$1.83M 0.28%
10,954
+1,182
55
$1.8M 0.27%
16,549
+606
56
$1.69M 0.26%
10,440
+4,840
57
$1.58M 0.24%
27,398
-318
58
$1.39M 0.21%
17,347
-1,408
59
$1.39M 0.21%
33,232
+2,866
60
$1.32M 0.2%
8,049
+799
61
$1.27M 0.19%
1,431
+30
62
$1.25M 0.19%
7,241
-79
63
$1.22M 0.19%
7,053
+478
64
$1.22M 0.19%
11,177
+5,787
65
$1.22M 0.19%
7,250
+300
66
$1.18M 0.18%
21,782
+1,964
67
$1.15M 0.17%
4,386
-2
68
$1.12M 0.17%
26,210
+2,697
69
$1.1M 0.17%
21,928
+5,654
70
$1.06M 0.16%
17,443
+1,502
71
$1.05M 0.16%
8,975
+422
72
$1.05M 0.16%
14,529
+1,259
73
$1.01M 0.15%
6,626
+1,390
74
$1.01M 0.15%
2,497
-60
75
$1.01M 0.15%
19,785
+554
1 2
3
4 5