RWP

Revolve Wealth Partners Portfolio holdings

AUM $851M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$5.95M
3
+$5.83M
4
ITAN icon
Sparkline Intangible Value ETF
ITAN
+$5.6M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.59M

Top Sells

1
+$10.3M
2
+$9.37M
3
+$9.01M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.26M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.85M

Sector Composition

1 Technology 5.49%
2 Healthcare 2.91%
3 Consumer Discretionary 2.26%
4 Financials 1.84%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$349K 0.09%
7,098
-1,395
102
$348K 0.09%
1,012
-13
103
$342K 0.09%
1,711
-137
104
$339K 0.09%
2,740
105
$335K 0.09%
8,294
106
$334K 0.09%
6,828
+1,533
107
$320K 0.08%
12,273
-84
108
$299K 0.08%
7,899
-1,271
109
$295K 0.08%
2,126
-3
110
$294K 0.07%
10,290
-1,744
111
$290K 0.07%
3,029
+54
112
$284K 0.07%
4,420
+480
113
$281K 0.07%
3,169
-858
114
$279K 0.07%
1,092
-111
115
$279K 0.07%
3,357
-236
116
$277K 0.07%
7,814
+71
117
$270K 0.07%
2,328
-178
118
$266K 0.07%
462
-56
119
$264K 0.07%
10,752
-2,665
120
$260K 0.07%
4,976
+665
121
$256K 0.07%
6,659
+12
122
$255K 0.06%
8,881
+605
123
$255K 0.06%
1,082
124
$248K 0.06%
3,340
-1,202
125
$246K 0.06%
1,505
+46
2 3 4
5
6