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
$655M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.61M
3
+$1.4M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.23M
5
AAPL icon
Apple
AAPL
+$1.19M

Top Sells

1
+$3.29M
2
+$1.51M
3
+$910K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$694K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$652K

Sector Composition

1 Technology 7.15%
2 Healthcare 2.64%
3 Financials 2.1%
4 Communication Services 1.74%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$982K 0.15%
21,919
+1,497
77
$889K 0.14%
4,489
+1,281
78
$886K 0.14%
24,056
+1,528
79
$880K 0.13%
993
+1
80
$854K 0.13%
5,014
-45
81
$843K 0.13%
7,188
82
$835K 0.13%
6,315
83
$832K 0.13%
4,215
+1,081
84
$831K 0.13%
7,827
-50
85
$758K 0.12%
847
-77
86
$733K 0.11%
2,972
+2,026
87
$709K 0.11%
9,434
-5,981
88
$702K 0.11%
2,589
+1,307
89
$695K 0.11%
1,342
-17
90
$689K 0.1%
22,360
91
$685K 0.1%
6,607
92
$677K 0.1%
2,779
+336
93
$675K 0.1%
8,364
-141
94
$633K 0.1%
15,944
+2,679
95
$624K 0.1%
4,239
+976
96
$623K 0.1%
8,790
-420
97
$623K 0.09%
3,015
+1,574
98
$620K 0.09%
13,509
99
$616K 0.09%
6,083
+508
100
$611K 0.09%
8,502
+331
2 3
4
5 6