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
$304M
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.62M
3
+$1.92M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.6M
5
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.5M

Top Sells

1
+$3.74M
2
+$2.29M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$415K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$408K

Sector Composition

1 Technology 5.85%
2 Healthcare 4.01%
3 Consumer Discretionary 3.18%
4 Financials 2.47%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$273K 0.09%
2,867
+33
102
$265K 0.09%
2,792
+96
103
$263K 0.09%
810
+100
104
$257K 0.08%
5,330
+616
105
$255K 0.08%
8,194
-15
106
$254K 0.08%
2,689
-255
107
$253K 0.08%
5,106
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108
$252K 0.08%
6,731
+1,699
109
$248K 0.08%
5,393
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110
$243K 0.08%
+1,765
111
$242K 0.08%
10,546
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112
$240K 0.08%
+1,106
113
$238K 0.08%
9,100
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114
$238K 0.08%
6,145
+10
115
$238K 0.08%
11,463
+33
116
$235K 0.08%
11,215
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117
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3,085
118
$230K 0.08%
10,840
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119
$226K 0.07%
6,586
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120
$226K 0.07%
10,782
-2,159
121
$225K 0.07%
11,031
-360
122
$224K 0.07%
2,905
-45
123
$223K 0.07%
5,493
+333
124
$216K 0.07%
3,234
-212
125
$216K 0.07%
3,014
-380
3 4
5
6 7