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
$347M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$28.9M
3
+$17.7M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$14.9M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.04%
2 Healthcare 4.77%
3 Consumer Discretionary 4.2%
4 Financials 2.62%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$332K 0.1%
+1,813
102
$327K 0.09%
+4,820
103
$321K 0.09%
+1,987
104
$310K 0.09%
+2,398
105
$309K 0.09%
+4,503
106
$307K 0.09%
+5,244
107
$305K 0.09%
+4,988
108
$297K 0.09%
+220
109
$294K 0.08%
+8,400
110
$294K 0.08%
+6,170
111
$283K 0.08%
+6,819
112
$277K 0.08%
+3,248
113
$275K 0.08%
+10,863
114
$274K 0.08%
+2,383
115
$271K 0.08%
+4,490
116
$268K 0.08%
+1,543
117
$265K 0.08%
+12,088
118
$265K 0.08%
+1,085
119
$264K 0.08%
+1,952
120
$264K 0.08%
+12,081
121
$262K 0.08%
+5,316
122
$258K 0.07%
+12,021
123
$252K 0.07%
+316
124
$252K 0.07%
+13,537
125
$251K 0.07%
+5,078
2 3 4
5
6