RWP
Revolve Wealth Partners Portfolio holdings
AUM
$766M
This Quarter Return
-5.52%
1 Year Return
+11.97%
3 Year Return
+50.54%
5 Year Return
–
10 Year Return
–
AUM
$299M
AUM Growth
+$299M
(-1.6%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
5.54%
Top 10 Holdings %
Top 10 Hldgs %
51.32%
Holding
143
New
6
Increased
65
Reduced
54
Closed
13
Top Buys
| 1 |
Colgate-Palmolive
CL
|
$2.13M |
| 2 |
VanEck High Yield Muni ETF
HYD
|
$1.84M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.82M |
| 4 |
Alpha Architect International Quantitative Value ETF
IVAL
|
$1.35M |
| 5 |
Schwab International Equity ETF
SCHF
|
$1.25M |
Top Sells
Sector Composition
| 1 | Technology | 5.49% |
| 2 | Healthcare | 3.92% |
| 3 | Consumer Discretionary | 3.58% |
| 4 | Financials | 2.42% |
| 5 | Communication Services | 1.48% |
