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
$299M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.84M
3
+$1.82M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.35M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.25M

Top Sells

1
+$1.1M
2
+$339K
3
+$337K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$320K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$288K

Sector Composition

1 Technology 5.49%
2 Healthcare 3.92%
3 Consumer Discretionary 3.58%
4 Financials 2.42%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$259K 0.09%
+11,010
102
$258K 0.09%
923
-93
103
$257K 0.09%
1,559
-161
104
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-847
105
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2,910
+43
106
$250K 0.08%
+2,638
107
$249K 0.08%
1,328
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108
$246K 0.08%
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109
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5,416
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110
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5,541
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111
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3,085
112
$227K 0.08%
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113
$224K 0.07%
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114
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1,398
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115
$218K 0.07%
2,710
-161
116
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117
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118
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2,559
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119
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120
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2,893
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121
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122
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4,029
-6,329
123
$202K 0.07%
7,820
+1,089
124
$200K 0.07%
692
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125
$200K 0.07%
+7,033
2 3 4
5
6