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
$346M
AUM Growth
-$993K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$3.6M
3
+$2.81M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.36M

Top Sells

1
+$2.34M
2
+$1.62M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$772K

Sector Composition

1 Technology 6.82%
2 Consumer Discretionary 4.03%
3 Healthcare 3.67%
4 Financials 2.75%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$307K 0.09%
2,398
102
$295K 0.09%
677
+4
103
$289K 0.08%
6,819
104
$286K 0.08%
4,714
+211
105
$286K 0.08%
1,709
+166
106
$286K 0.08%
6,135
-35
107
$285K 0.08%
9,000
+600
108
$278K 0.08%
5,396
-2,069
109
$277K 0.08%
2,044
+57
110
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6,154
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111
$268K 0.08%
2,834
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112
$263K 0.08%
221
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113
$259K 0.07%
+3,394
114
$257K 0.07%
4,821
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115
$256K 0.07%
5,160
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116
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10,460
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117
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5,032
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118
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119
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2,494
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120
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5,585
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121
$241K 0.07%
+3,085
122
$241K 0.07%
11,430
-651
123
$240K 0.07%
5,212
+134
124
$238K 0.07%
11,391
-697
125
$238K 0.07%
3,080
-168
3 4
5
6 7