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
$349M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$4.03M
3
+$3.37M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$2.86M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$2.84M

Top Sells

1
+$2.01M
2
+$1.86M
3
+$796K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$724K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$722K

Sector Composition

1 Technology 5.05%
2 Healthcare 3.77%
3 Financials 2.2%
4 Consumer Discretionary 1.96%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$493K 0.14%
7,609
+256
77
$485K 0.14%
+23,661
78
$482K 0.14%
1,830
-253
79
$476K 0.14%
2,948
+336
80
$467K 0.13%
6,293
+363
81
$456K 0.13%
2,534
-180
82
$450K 0.13%
1,338
+56
83
$439K 0.13%
1,131
-122
84
$433K 0.12%
3,900
+738
85
$432K 0.12%
6,010
+2,178
86
$429K 0.12%
16,075
+4,868
87
$423K 0.12%
4,542
-637
88
$401K 0.11%
8,493
+837
89
$399K 0.11%
12,034
+3,130
90
$395K 0.11%
2,184
+131
91
$387K 0.11%
4,456
-876
92
$375K 0.11%
1,025
+151
93
$369K 0.11%
24,708
+1,284
94
$369K 0.11%
3,580
-516
95
$354K 0.1%
+14,316
96
$346K 0.1%
9,842
+492
97
$343K 0.1%
2,740
98
$331K 0.09%
+14,179
99
$328K 0.09%
+4,027
100
$321K 0.09%
+9,170
2 3
4
5 6