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
$346M
AUM Growth
-$993K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$3.6M
3
+$2.81M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.36M

Top Sells

1
+$2.34M
2
+$1.62M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$772K

Sector Composition

1 Technology 6.82%
2 Consumer Discretionary 4.03%
3 Healthcare 3.67%
4 Financials 2.75%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$237K 0.07%
11,214
-807
127
$236K 0.07%
+14,178
128
$231K 0.07%
+956
129
$231K 0.07%
12,941
-596
130
$230K 0.07%
10,816
-801
131
$229K 0.07%
+397
132
$229K 0.07%
8,824
+355
133
$218K 0.06%
819
-6
134
$217K 0.06%
3,379
+636
135
$217K 0.06%
1,153
+68
136
$215K 0.06%
2,950
-387
137
$213K 0.06%
319
+3
138
$211K 0.06%
+3,781
139
$209K 0.06%
+1,297
140
$208K 0.06%
9,082
-696
141
$207K 0.06%
1,304
+16
142
$203K 0.06%
1,972
-411
143
$203K 0.06%
+710
144
$202K 0.06%
5,217
145
$201K 0.06%
730
146
$197K 0.06%
17,479
+1,990
147
$21K 0.01%
1,329
148
– –
-1,189
149
– –
-11,093
150
– –
-944
3 4 5
6
7