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
$431M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.56M
3
+$3.31M
4
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$2.11M
5
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$1.37M

Top Sells

1
+$1.07M
2
+$1.06M
3
+$971K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$779K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$709K

Sector Composition

1 Technology 6.1%
2 Healthcare 2.87%
3 Consumer Discretionary 2.53%
4 Financials 2.03%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$360K 0.08%
3,796
+188
102
$356K 0.08%
13,018
+3,313
103
$354K 0.08%
3,346
+1,296
104
$353K 0.08%
2,085
-101
105
$341K 0.08%
1,167
-26
106
$341K 0.08%
6,340
+1,346
107
$339K 0.08%
11,917
+1,691
108
$338K 0.08%
8,960
+1,540
109
$337K 0.08%
4,159
+501
110
$327K 0.08%
2,126
111
$326K 0.08%
3,817
+347
112
$322K 0.07%
12,273
113
$317K 0.07%
9,109
+1,972
114
$315K 0.07%
2,740
115
$313K 0.07%
3,543
-171
116
$274K 0.06%
8,194
+145
117
$271K 0.06%
5,670
+324
118
$271K 0.06%
1,106
119
$271K 0.06%
+1,411
120
$266K 0.06%
2,751
+58
121
$263K 0.06%
757
-2
122
$261K 0.06%
3,477
+192
123
$256K 0.06%
+7,885
124
$255K 0.06%
+7,181
125
$251K 0.06%
3,602
-162
3 4
5
6 7