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RWP
Revolve Wealth Partners Portfolio holdings
AUM
$961M
1-Year Est. Return
22.88%
This Fund
S&P 500
This Quarter
Est. Return
+6.19%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$427M
AUM Growth
+$33.9M
(+8.6%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
49.71%
Holding
154
New
14
Increased
68
Reduced
55
Closed
8
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$25.8M |
| 2 |
Alpha Architect US Quantitative Momentum ETF
QMOM
|
+$4.78M |
| 3 |
Cambria Shareholder Yield ETF
SYLD
|
+$4.74M |
| 4 |
Sparkline Intangible Value ETF
ITAN
|
+$4.33M |
| 5 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.23M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$7.69M |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$7.63M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$7.51M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$4.17M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$3.93M |
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
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
| – | – |
-10,752
| Closed | -$264K |
|
152
Verizon
VZ
$178B
| – | – |
-5,645
| Closed | -$220K |
|
|
BSJN
153
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
| – | – |
-16,347
| Closed | -$385K |
|
|
XELA
154
DELISTED
Exela Technologies, Inc. Common Stock
XELA
| – | – |
-55
| Closed | -$425 |
|
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