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
176
$239K 0.04%
+463
177
$238K 0.04%
2,176
+131
178
$232K 0.04%
+113
179
$228K 0.03%
1,937
-31
180
$227K 0.03%
+1,252
181
$222K 0.03%
+819
182
$219K 0.03%
4,403
183
$218K 0.03%
+1,221
184
$216K 0.03%
3,710
-345
185
$215K 0.03%
799
+3
186
$212K 0.03%
+1,712
187
$211K 0.03%
2,291
-24
188
$210K 0.03%
+1,015
189
$208K 0.03%
+2,768
190
$206K 0.03%
331
-13
191
$201K 0.03%
+2,067
192
– –
-8,574
193
– –
-2,867
194
– –
-2,856
195
– –
-2,471
196
– –
-936
197
– –
-994
198
– –
-1,177
199
– –
-12,273
200
– –
-9,915
4 5 6 7
8