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
26
$5.9M 0.77%
7,997
-980
27
$5.88M 0.77%
26,810
-1,397
28
$5.83M 0.76%
52,017
+1,793
29
$5.64M 0.74%
305,488
-8,079
30
$5.53M 0.72%
17,407
+737
31
$4.77M 0.62%
7,723
+693
32
$4.4M 0.57%
63,670
-2,418
33
$4.32M 0.56%
12,170
-2
34
$4.22M 0.55%
15,127
-370
35
$4.07M 0.53%
14,042
+145
36
$4M 0.52%
7,046
-1,249
37
$3.18M 0.42%
6,541
-11
38
$3.07M 0.4%
10,988
+213
39
$3.06M 0.4%
17,350
+687
40
$3.03M 0.4%
108,164
-2,653
41
$2.84M 0.37%
6,696
-1,046
42
$2.56M 0.33%
64,864
-1,027
43
$2.54M 0.33%
96,010
+19,353
44
$2.52M 0.33%
9,140
+56
45
$2.49M 0.33%
4,520
-534
46
$2.41M 0.31%
37,896
-887
47
$2.27M 0.3%
10,522
-1,551
48
$2.25M 0.29%
88,818
-9,659
49
$2.24M 0.29%
24,631
-337
50
$2.24M 0.29%
28,936
-227
1
2
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