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
$347M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$28.9M
3
+$17.7M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$14.9M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.04%
2 Healthcare 4.77%
3 Consumer Discretionary 4.2%
4 Financials 2.62%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$563K 0.16%
+1,356
77
$562K 0.16%
+18,961
78
$550K 0.16%
+5,903
79
$514K 0.15%
+4,089
80
$471K 0.14%
+15,192
81
$469K 0.14%
+1,305
82
$453K 0.13%
+3,858
83
$443K 0.13%
+7,484
84
$442K 0.13%
+673
85
$437K 0.13%
+1,711
86
$434K 0.12%
+4,209
87
$413K 0.12%
+3,939
88
$410K 0.12%
+7,465
89
$409K 0.12%
+7,413
90
$407K 0.12%
+5,101
91
$398K 0.11%
+21,114
92
$391K 0.11%
+1,000
93
$380K 0.11%
+2,832
94
$370K 0.11%
+8,326
95
$363K 0.1%
+7,039
96
$360K 0.1%
+7,159
97
$358K 0.1%
+6,895
98
$350K 0.1%
+2,703
99
$347K 0.1%
+1,189
100
$346K 0.1%
+3,123
2 3
4
5 6