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
$347M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$28.9M
3
+$17.7M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$14.9M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.04%
2 Healthcare 4.77%
3 Consumer Discretionary 4.2%
4 Financials 2.62%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.5M 10.22%
+537,629
2
$28.9M 8.32%
+1,523,286
3
$17.7M 5.09%
+863,560
4
$14.9M 4.27%
+564,461
5
$14.7M 4.22%
+754,364
6
$13.6M 3.9%
+451,690
7
$13.1M 3.77%
+253,258
8
$12.7M 3.66%
+474,162
9
$12.3M 3.55%
+25,885
10
$12M 3.44%
+466,836
11
$10.4M 2.98%
+58,349
12
$8.41M 2.42%
+112,686
13
$6.42M 1.85%
+28,524
14
$6.17M 1.77%
+36,980
15
$6.13M 1.76%
+120,052
16
$6.07M 1.75%
+18,060
17
$5.86M 1.69%
+217,550
18
$5.46M 1.57%
+15,495
19
$4.47M 1.29%
+79,040
20
$4.44M 1.28%
+38,787
21
$3.43M 0.99%
+53,904
22
$3.42M 0.98%
+13,404
23
$3.38M 0.97%
+29,081
24
$3.22M 0.93%
+29,170
25
$3.1M 0.89%
+9,224
1
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