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
1
$76.1M 17.53%
358,396
+15,594
2
$23.9M 5.5%
1,013,173
+51,028
3
$17.7M 4.07%
1,041,774
-45,884
4
$17.3M 3.97%
724,261
+149,586
5
$15.3M 3.51%
246,769
+21,092
6
$14.4M 3.32%
617,741
+49,487
7
$14.2M 3.28%
329,960
+31,738
8
$13.9M 3.19%
225,469
-11,530
9
$12.2M 2.8%
188,988
+57,964
10
$11.8M 2.72%
115,269
+6,127
11
$11.7M 2.69%
267,640
+13,071
12
$10.8M 2.49%
63,267
+2,307
13
$10.7M 2.47%
485,872
+58,364
14
$8.99M 2.07%
533,097
-41,082
15
$8.59M 1.98%
20,004
+59
16
$8.57M 1.97%
471,160
-36,040
17
$7.36M 1.69%
149,952
-21,877
18
$7.27M 1.67%
84,189
-12,329
19
$7.09M 1.63%
22,452
+343
20
$6.59M 1.52%
84,517
+13,501
21
$5.12M 1.18%
40,314
+1,418
22
$4.69M 1.08%
17,451
+165
23
$4.59M 1.06%
143,348
+65,955
24
$4.18M 0.96%
16,689
+503
25
$3.75M 0.86%
219,293
+23,567
1
2 3 4 5