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
$431M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.56M
3
+$3.31M
4
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$2.11M
5
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$1.37M

Top Sells

1
+$1.07M
2
+$1.06M
3
+$971K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$779K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$709K

Sector Composition

1 Technology 6.1%
2 Healthcare 2.87%
3 Consumer Discretionary 2.53%
4 Financials 2.03%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$629K 0.14%
3,730
+299
77
$602K 0.14%
+2,125
78
$562K 0.13%
22,170
79
$561K 0.13%
1,003
-4
80
$537K 0.12%
5,715
+629
81
$520K 0.12%
4,852
+66
82
$513K 0.12%
13,509
83
$506K 0.12%
4,913
+1,200
84
$503K 0.12%
23,400
-69
85
$498K 0.11%
1,891
-65
86
$484K 0.11%
2,485
+6
87
$481K 0.11%
9,018
+1,800
88
$467K 0.11%
827
+44
89
$455K 0.1%
3,052
+254
90
$445K 0.1%
12,137
+1,108
91
$440K 0.1%
5,300
+30
92
$439K 0.1%
16,468
-602
93
$438K 0.1%
6,431
+83
94
$432K 0.1%
21,472
95
$415K 0.1%
9,364
+1,269
96
$411K 0.09%
7,336
+96
97
$391K 0.09%
+19,458
98
$386K 0.09%
5,581
-267
99
$368K 0.08%
1,816
+28
100
$366K 0.08%
22,011
-483
2 3
4
5 6