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
$347M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$28.9M
3
+$17.7M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$14.9M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.04%
2 Healthcare 4.77%
3 Consumer Discretionary 4.2%
4 Financials 2.62%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$248K 0.07%
+11,617
127
$245K 0.07%
+3,194
128
$244K 0.07%
+2,863
129
$244K 0.07%
+5,049
130
$238K 0.07%
+8,469
131
$237K 0.07%
+2,801
132
$237K 0.07%
+9,209
133
$229K 0.07%
+3,156
134
$227K 0.07%
+9,778
135
$226K 0.07%
+2,013
136
$223K 0.06%
+2,399
137
$222K 0.06%
+2,743
138
$220K 0.06%
+730
139
$220K 0.06%
+825
140
$215K 0.06%
+1,217
141
$215K 0.06%
+1,288
142
$213K 0.06%
+944
143
$208K 0.06%
+3,337
144
$205K 0.06%
+307
145
$203K 0.06%
+5,217
146
$200K 0.06%
+1,815
147
$194K 0.06%
+15,489
148
$34K 0.01%
+11,093
149
$10K ﹤0.01%
+1,329
2 3 4 5
6