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
$299M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.84M
3
+$1.82M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.35M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.25M

Top Sells

1
+$1.1M
2
+$339K
3
+$337K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$320K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$288K

Sector Composition

1 Technology 5.49%
2 Healthcare 3.92%
3 Consumer Discretionary 3.58%
4 Financials 2.42%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$161K 0.05%
10,484
-298
127
$156K 0.05%
13,739
+858
128
$148K 0.05%
3,290
+56
129
$125K 0.04%
17,125
+562
130
$13K ﹤0.01%
1,079
131
– –
-6,721
132
– –
-2,926
133
– –
-6,500
134
– –
-6,028
135
– –
-11,463
136
– –
-10,546
137
– –
-11,215
138
– –
-10,840
139
– –
-11,031
140
– –
-7,040
141
– –
-902
142
– –
-2,689
143
– –
-1,765
2 3 4 5
6