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
$299M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.84M
3
+$1.82M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.35M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.25M

Top Sells

1
+$1.1M
2
+$339K
3
+$337K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$320K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$288K

Sector Composition

1 Technology 5.49%
2 Healthcare 3.92%
3 Consumer Discretionary 3.58%
4 Financials 2.42%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$463K 0.15%
2,714
-100
77
$424K 0.14%
6,327
+3,335
78
$406K 0.14%
8,814
+3,484
79
$382K 0.13%
4,442
-206
80
$381K 0.13%
4,096
+104
81
$353K 0.12%
1,282
-168
82
$351K 0.12%
2,612
+5
83
$335K 0.11%
2,053
+216
84
$331K 0.11%
7,656
+2,163
85
$328K 0.11%
2,900
-332
86
$328K 0.11%
23,424
-651
87
$314K 0.1%
8,328
-712
88
$311K 0.1%
13,864
-1,425
89
$309K 0.1%
2,146
-295
90
$308K 0.1%
9,350
+2,764
91
$306K 0.1%
2,740
92
$303K 0.1%
12,907
-2,592
93
$300K 0.1%
5,983
-14
94
$288K 0.1%
6,044
+938
95
$285K 0.1%
7,495
+740
96
$283K 0.09%
874
+64
97
$276K 0.09%
11,207
-80
98
$273K 0.09%
3,832
-115
99
$272K 0.09%
3,162
+891
100
$269K 0.09%
8,904
+710
2 3
4
5 6