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
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
1
$106M 16.09%
373,133
-1,310
2
$41.5M 6.32%
531,727
+10,224
3
$31.7M 4.83%
1,230,608
+47,637
4
$27.5M 4.19%
1,047,298
+61,340
5
$24M 3.66%
480,576
-18,195
6
$23.8M 3.63%
370,792
-690
7
$21.2M 3.23%
700,279
+12,187
8
$21.1M 3.21%
291,062
+7,889
9
$19.3M 2.93%
411,400
+40,351
10
$17.5M 2.66%
849,760
+23,146
11
$17.3M 2.63%
220,005
+2,337
12
$16.3M 2.48%
685,754
+58,794
13
$14.9M 2.28%
64,162
+5,116
14
$14.1M 2.15%
359,706
+11,245
15
$12.7M 1.94%
487,740
+11,828
16
$12.2M 1.86%
112,204
-51
17
$11.3M 1.72%
26,175
+2,636
18
$10.6M 1.61%
18,346
-152
19
$10.2M 1.56%
106,527
+3,610
20
$10M 1.52%
442,599
-66,858
21
$9.57M 1.46%
180,309
+3,303
22
$9.13M 1.39%
75,199
-2,013
23
$5.53M 0.84%
298,259
+27,508
24
$5.37M 0.82%
16,673
-275
25
$5.35M 0.82%
13,940
+493
1
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