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
151
– –
-55
152
– –
-8,294
153
– –
-1,079
154
– –
-18,948
3 4 5 6
7