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
$346M
AUM Growth
-$993K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$3.6M
3
+$2.81M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.36M

Top Sells

1
+$2.34M
2
+$1.62M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$772K

Sector Composition

1 Technology 6.82%
2 Consumer Discretionary 4.03%
3 Healthcare 3.67%
4 Financials 2.75%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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-3,194
154
– –
-1,217
155
– –
-307
156
– –
-4,820
157
– –
-9,209
158
– –
-1,815
3 4 5 6
7