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
$349M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$4.03M
3
+$3.37M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$2.86M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$2.84M

Top Sells

1
+$2.01M
2
+$1.86M
3
+$796K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$724K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$722K

Sector Composition

1 Technology 5.05%
2 Healthcare 3.77%
3 Financials 2.2%
4 Consumer Discretionary 1.96%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$319K 0.09%
1,203
-125
102
$318K 0.09%
13,417
-447
103
$315K 0.09%
6,301
+318
104
$308K 0.09%
3,593
+245
105
$306K 0.09%
12,357
-550
106
$301K 0.09%
660
+200
107
$300K 0.09%
+4,568
108
$297K 0.09%
10,090
-920
109
$292K 0.08%
+8,403
110
$285K 0.08%
+518
111
$284K 0.08%
2,506
-204
112
$284K 0.08%
2,975
+65
113
$279K 0.08%
2,538
-362
114
$278K 0.08%
6,647
+87
115
$272K 0.08%
3,814
-628
116
$271K 0.08%
+2,823
117
$264K 0.08%
3,665
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118
$259K 0.07%
8,294
-34
119
$257K 0.07%
2,129
120
$255K 0.07%
796
-127
121
$251K 0.07%
5,295
-749
122
$250K 0.07%
+7,743
123
$247K 0.07%
+720
124
$246K 0.07%
8,276
+1,243
125
$245K 0.07%
1,848
-298
3 4
5
6 7