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
$431M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.56M
3
+$3.31M
4
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$2.11M
5
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$1.37M

Top Sells

1
+$1.07M
2
+$1.06M
3
+$971K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$779K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$709K

Sector Composition

1 Technology 6.1%
2 Healthcare 2.87%
3 Consumer Discretionary 2.53%
4 Financials 2.03%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,919
152
– –
-2,765
153
– –
-1,222
154
– –
-1,366
155
– –
-5,993
156
– –
-4,740
157
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-1
3 4 5 6
7