RWP

Revolve Wealth Partners Portfolio holdings

AUM $851M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.36M
3
+$3.03M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.97M
5
EQIX icon
Equinix
EQIX
+$2.38M

Top Sells

1
+$5.01M
2
+$3.3M
3
+$790K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$677K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$388K

Sector Composition

1 Technology 6.91%
2 Financials 2.65%
3 Healthcare 2.41%
4 Consumer Discretionary 1.86%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.16%
6,547
+377
77
$1.06M 0.15%
2,134
+990
78
$1.05M 0.15%
14,391
-1,172
79
$1.02M 0.15%
23,735
+1,702
80
$1.01M 0.15%
5,203
+137
81
$1.01M 0.15%
7,216
+590
82
$999K 0.14%
10,710
+480
83
$932K 0.13%
9,419
+292
84
$922K 0.13%
26,940
+2,658
85
$912K 0.13%
2,489
+143
86
$866K 0.13%
7,370
87
$854K 0.12%
9,727
+878
88
$834K 0.12%
8,113
-170
89
$824K 0.12%
34,911
+4,551
90
$811K 0.12%
6,440
+1
91
$794K 0.11%
5,679
+261
92
$794K 0.11%
15,823
-5,864
93
$735K 0.11%
4,615
+370
94
$713K 0.1%
6,756
+1,205
95
$680K 0.1%
8,322
96
$673K 0.1%
5,082
+209
97
$659K 0.1%
2,696
98
$643K 0.09%
2,060
+118
99
$629K 0.09%
22,360
100
$629K 0.09%
13,900
-229
2 3
4
5 6