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
$349M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$4.03M
3
+$3.37M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$2.86M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$2.84M

Top Sells

1
+$2.01M
2
+$1.86M
3
+$796K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$724K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$722K

Sector Composition

1 Technology 5.05%
2 Healthcare 3.77%
3 Financials 2.2%
4 Consumer Discretionary 1.96%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.6M 9.32%
525,745
-29,986
2
$24.3M 6.94%
1,612,683
-48,096
3
$21.7M 6.21%
1,562,008
+4,936
4
$18.8M 5.39%
859,926
+61,975
5
$16.4M 4.68%
1,016,126
+81,652
6
$13.1M 3.74%
533,258
+164,514
7
$11.7M 3.35%
110,985
+31,892
8
$11.5M 3.29%
525,609
+15,915
9
$10.7M 3.06%
234,287
+36,951
10
$10.6M 3.03%
523,284
-29,578
11
$9.92M 2.84%
25,816
-812
12
$9.28M 2.66%
48,550
+43,632
13
$8.36M 2.39%
135,641
+11,637
14
$7.97M 2.28%
349,086
+87,488
15
$7.93M 2.27%
61,067
+651
16
$7.32M 2.1%
144,886
-39,709
17
$5.88M 1.68%
70,172
+18,052
18
$5.02M 1.44%
20,938
-83
19
$4.56M 1.3%
17,362
-1,616
20
$3.63M 1.04%
38,328
-4,196
21
$3.46M 0.99%
71,535
-14,920
22
$3.39M 0.97%
16,622
+436
23
$3.19M 0.91%
38,015
-619
24
$3.02M 0.86%
58,400
+4,546
25
$3M 0.86%
14,088
+5,347
1
2 3 4 5