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
$346M
AUM Growth
-$993K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$3.6M
3
+$2.81M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.36M

Top Sells

1
+$2.34M
2
+$1.62M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$772K

Sector Composition

1 Technology 6.82%
2 Consumer Discretionary 4.03%
3 Healthcare 3.67%
4 Financials 2.75%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$467K 0.13%
5,652
+664
77
$452K 0.13%
1,511
+155
78
$444K 0.13%
3,972
+33
79
$441K 0.13%
6,530
+1,210
80
$440K 0.13%
15,192
81
$438K 0.13%
4,328
+119
82
$436K 0.13%
2,853
+1,040
83
$422K 0.12%
4,034
-7,376
84
$413K 0.12%
2,546
+594
85
$413K 0.12%
14,865
-4,096
86
$395K 0.11%
1,308
+3
87
$393K 0.11%
3,446
-643
88
$390K 0.11%
10,410
+350
89
$389K 0.11%
7,630
+735
90
$384K 0.11%
21,561
+447
91
$364K 0.11%
998
-2
92
$362K 0.1%
2,828
-4
93
$354K 0.1%
1,668
-43
94
$345K 0.1%
6,578
-835
95
$342K 0.1%
7,304
+145
96
$338K 0.1%
8,209
-117
97
$338K 0.1%
6,721
-15,300
98
$323K 0.09%
2,944
-179
99
$317K 0.09%
2,696
-7
100
$314K 0.09%
3,947
+1,146
2 3
4
5 6