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
$655M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.61M
3
+$1.4M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.23M
5
AAPL icon
Apple
AAPL
+$1.19M

Top Sells

1
+$3.29M
2
+$1.51M
3
+$910K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$694K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$652K

Sector Composition

1 Technology 7.15%
2 Healthcare 2.64%
3 Financials 2.1%
4 Communication Services 1.74%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$607K 0.09%
+12,084
102
$601K 0.09%
10,986
-12,690
103
$595K 0.09%
2,000
+17
104
$593K 0.09%
4,347
+85
105
$576K 0.09%
1,890
+31
106
$572K 0.09%
5,946
+1,003
107
$571K 0.09%
4,714
+2,253
108
$568K 0.09%
2,568
+925
109
$559K 0.09%
20,862
-1,179
110
$556K 0.08%
16,114
+3,334
111
$555K 0.08%
1,130
-1
112
$545K 0.08%
4,798
-6
113
$541K 0.08%
+1,946
114
$513K 0.08%
+5,624
115
$500K 0.08%
2,172
+1,080
116
$483K 0.07%
16,679
+1,461
117
$481K 0.07%
21,693
-27
118
$468K 0.07%
+927
119
$468K 0.07%
22,165
-8,497
120
$468K 0.07%
2,126
121
$445K 0.07%
6,640
+4,495
122
$444K 0.07%
1,622
-188
123
$421K 0.06%
+281
124
$415K 0.06%
3,274
-124
125
$411K 0.06%
830
+113
3 4
5
6 7