RWP

Revolve Wealth Partners Portfolio holdings

AUM $851M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$5.57M
3
+$2.26M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.95M
5
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$1.84M

Top Sells

1
+$1.24M
2
+$1.08M
3
+$1.03M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$923K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$902K

Sector Composition

1 Technology 7.27%
2 Financials 2.54%
3 Healthcare 1.97%
4 Consumer Discretionary 1.94%
5 Communication Services 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.36K ﹤0.01%
+1,031
227
– –
-477
228
– –
-11,090
229
– –
-9,230
230
– –
-3,367
231
– –
-2,411
232
– –
-5,868
233
– –
-11,723
234
– –
-10,941
235
– –
-471
236
– –
-2,099
237
– –
-7,724
238
– –
-3,703
239
– –
-1,064
240
– –
-4,187
241
– –
-2,152
242
– –
-242
243
– –
-69,570
244
– –
-10,756
6 7 8 9
10