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
$427M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$5M
3
+$5M
4
ITAN icon
Sparkline Intangible Value ETF
ITAN
+$4.61M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.29M

Top Sells

1
+$8.2M
2
+$8.13M
3
+$7.82M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.39M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.13M

Sector Composition

1 Technology 6.44%
2 Healthcare 2.83%
3 Consumer Discretionary 2.56%
4 Financials 1.83%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$566K 0.13%
1,007
+32
77
$552K 0.13%
3,398
-22
78
$544K 0.13%
1,159
+147
79
$540K 0.13%
3,431
+251
80
$534K 0.13%
13,509
-1,508
81
$525K 0.12%
23,469
-4,140
82
$510K 0.12%
2,479
-55
83
$498K 0.12%
5,086
-3,917
84
$477K 0.11%
17,070
+939
85
$457K 0.11%
5,270
+850
86
$445K 0.1%
4,786
-131
87
$436K 0.1%
7,240
-245
88
$432K 0.1%
21,472
89
$430K 0.1%
11,029
+869
90
$428K 0.1%
3,713
+133
91
$427K 0.1%
5,848
+838
92
$422K 0.1%
783
+60
93
$408K 0.1%
1,193
+101
94
$405K 0.09%
2,186
+109
95
$401K 0.09%
6,348
+215
96
$388K 0.09%
22,494
+249
97
$387K 0.09%
5,993
-2,391
98
$378K 0.09%
7,218
+120
99
$378K 0.09%
1,788
+77
100
$377K 0.09%
2,798
-137
2 3
4
5 6