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
$655M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.61M
3
+$1.4M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.23M
5
AAPL icon
Apple
AAPL
+$1.19M

Top Sells

1
+$3.29M
2
+$1.51M
3
+$910K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$694K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$652K

Sector Composition

1 Technology 7.15%
2 Healthcare 2.64%
3 Financials 2.1%
4 Communication Services 1.74%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$396K 0.06%
2,101
+310
127
$389K 0.06%
7,712
-748
128
$385K 0.06%
4,556
+186
129
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130
$381K 0.06%
9,117
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131
$378K 0.06%
3,275
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132
$374K 0.06%
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133
$371K 0.06%
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134
$368K 0.06%
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135
$366K 0.06%
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136
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137
$361K 0.06%
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138
$356K 0.05%
6,682
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139
$350K 0.05%
5,373
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140
$347K 0.05%
2,041
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141
$343K 0.05%
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142
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15,473
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144
$336K 0.05%
10,164
-1,618
145
$334K 0.05%
2,534
146
$325K 0.05%
681
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147
$315K 0.05%
891
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148
$304K 0.05%
967
149
$304K 0.05%
+2,223
150
$299K 0.05%
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4 5
6
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