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
$304M
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.62M
3
+$1.92M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.6M
5
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.5M

Top Sells

1
+$3.74M
2
+$2.29M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$415K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$408K

Sector Composition

1 Technology 5.85%
2 Healthcare 4.01%
3 Consumer Discretionary 3.18%
4 Financials 2.47%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$422K 0.14%
1,539
+28
77
$413K 0.14%
3,232
+379
78
$403K 0.13%
2,441
+142
79
$402K 0.13%
15,499
+307
80
$399K 0.13%
2,607
+61
81
$389K 0.13%
4,195
-133
82
$388K 0.13%
15,289
+424
83
$381K 0.13%
+1,545
84
$373K 0.12%
+2,976
85
$361K 0.12%
9,040
+927
86
$355K 0.12%
24,075
+2,514
87
$343K 0.11%
6,755
-875
88
$341K 0.11%
1,720
+52
89
$337K 0.11%
6,721
90
$332K 0.11%
5,997
-21
91
$325K 0.11%
4,648
-1,011
92
$325K 0.11%
2,740
+342
93
$324K 0.11%
11,287
-5,576
94
$313K 0.1%
+6,384
95
$306K 0.1%
1,837
+128
96
$297K 0.1%
3,947
97
$279K 0.09%
6,819
98
$277K 0.09%
1,016
+18
99
$276K 0.09%
7,040
-264
100
$276K 0.09%
1,374
+66
2 3
4
5 6