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
$427M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$5M
3
+$5M
4
ITAN icon
Sparkline Intangible Value ETF
ITAN
+$4.61M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.29M

Top Sells

1
+$8.2M
2
+$8.13M
3
+$7.82M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.39M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.13M

Sector Composition

1 Technology 6.44%
2 Healthcare 2.83%
3 Consumer Discretionary 2.56%
4 Financials 1.83%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$352K 0.08%
3,608
+439
102
$337K 0.08%
2,126
103
$336K 0.08%
8,095
+196
104
$336K 0.08%
2,740
105
$333K 0.08%
3,714
+11
106
$329K 0.08%
12,273
107
$327K 0.08%
7,420
+700
108
$327K 0.08%
3,658
-109
109
$314K 0.07%
2,446
+118
110
$314K 0.07%
3,470
+441
111
$303K 0.07%
10,226
+1,345
112
$288K 0.07%
8,049
+235
113
$281K 0.07%
1,106
+24
114
$278K 0.07%
9,705
-585
115
$267K 0.06%
759
+39
116
$264K 0.06%
7,137
+1,110
117
$264K 0.06%
1,521
+16
118
$262K 0.06%
+2,631
119
$261K 0.06%
5,346
-1,482
120
$260K 0.06%
3,764
+424
121
$258K 0.06%
4,994
+18
122
$253K 0.06%
3,285
-72
123
$244K 0.06%
+2,050
124
$244K 0.06%
+5,700
125
$243K 0.06%
2,693
-37
3 4
5
6 7