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
$427M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$5M
3
+$5M
4
ITAN icon
Sparkline Intangible Value ETF
ITAN
+$4.61M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.29M

Top Sells

1
+$8.2M
2
+$8.13M
3
+$7.82M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.39M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.13M

Sector Composition

1 Technology 6.44%
2 Healthcare 2.83%
3 Consumer Discretionary 2.56%
4 Financials 1.83%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$242K 0.06%
3,785
+754
127
$240K 0.06%
6,629
-30
128
$230K 0.05%
+1,109
129
$227K 0.05%
704
+11
130
$226K 0.05%
1,144
-6
131
$225K 0.05%
+1,222
132
$220K 0.05%
1,795
+6
133
$219K 0.05%
421
-41
134
$217K 0.05%
+2,305
135
$215K 0.05%
+1,972
136
$211K 0.05%
+555
137
$210K 0.05%
2,886
-4,803
138
$210K 0.05%
4,740
-50
139
$208K 0.05%
2,561
+3
140
$206K 0.05%
+1,919
141
$205K 0.05%
+2,765
142
$204K 0.05%
1,366
-3,262
143
$204K 0.05%
3,059
-145
144
$204K 0.05%
+1,182
145
$203K 0.05%
+657
146
$2.67K ﹤0.01%
+1
147
– –
-153
148
– –
-10,752
149
– –
-5,645
150
– –
-16,347
3 4 5
6
7