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
$393M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$5.79M
3
+$5.76M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$5.64M
5
EQIX icon
Equinix
EQIX
+$2.6M

Top Sells

1
+$10.3M
2
+$10.1M
3
+$9.24M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.16M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.78M

Sector Composition

1 Technology 5.49%
2 Healthcare 2.91%
3 Consumer Discretionary 2.26%
4 Financials 1.84%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$568K 0.14%
7,689
+1,679
77
$528K 0.13%
1,888
+58
78
$527K 0.13%
3,420
-616
79
$519K 0.13%
3,180
-81
80
$505K 0.13%
1,712
-173
81
$494K 0.13%
2,534
82
$472K 0.12%
14,902
+586
83
$468K 0.12%
2,935
-13
84
$464K 0.12%
7,485
-1,436
85
$453K 0.12%
975
-156
86
$449K 0.11%
1,166
-172
87
$449K 0.11%
16,131
+56
88
$435K 0.11%
+21,472
89
$432K 0.11%
4,917
-1,376
90
$402K 0.1%
8,384
-19
91
$388K 0.1%
10,160
+318
92
$385K 0.1%
16,347
+2,168
93
$381K 0.1%
3,580
-320
94
$379K 0.1%
2,077
-107
95
$377K 0.1%
3,767
-689
96
$370K 0.09%
6,133
-168
97
$360K 0.09%
5,010
+442
98
$359K 0.09%
723
+63
99
$357K 0.09%
3,703
+123
100
$355K 0.09%
22,245
-2,463
2 3
4
5 6