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
$349M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$4.03M
3
+$3.37M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$2.86M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$2.84M

Top Sells

1
+$2.01M
2
+$1.86M
3
+$796K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$724K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$722K

Sector Composition

1 Technology 5.05%
2 Healthcare 3.77%
3 Financials 2.2%
4 Consumer Discretionary 1.96%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$239K 0.07%
1,082
127
$236K 0.07%
+952
128
$232K 0.07%
+2,649
129
$229K 0.07%
1,459
+61
130
$227K 0.07%
5,055
-475
131
$225K 0.06%
+1,599
132
$220K 0.06%
+3,940
133
$213K 0.06%
1,320
-239
134
$210K 0.06%
+2,507
135
$208K 0.06%
+2,543
136
$208K 0.06%
719
+27
137
$206K 0.06%
+963
138
$205K 0.06%
+4,311
139
$204K 0.06%
1,888
-750
140
$202K 0.06%
5,118
-2,377
141
$201K 0.06%
+4,879
142
$158K 0.05%
+13,577
143
$10.7K ﹤0.01%
1,079
144
– –
-5,541
145
– –
-8,200
146
– –
-3,032
147
– –
-2,559
148
– –
-6,715
149
– –
-5,416
150
– –
-7,820
3 4 5
6
7