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
51
$2.23M 0.29%
23,753
-328
52
$2.18M 0.28%
19,922
-62
53
$2.14M 0.28%
3,777
-241
54
$2.11M 0.28%
2,650
+3
55
$2.08M 0.27%
17,896
+583
56
$2.04M 0.27%
8,598
-426
57
$2.03M 0.26%
3,607
+4
58
$2.02M 0.26%
32,493
-52
59
$1.84M 0.24%
43,879
+186
60
$1.81M 0.24%
10,201
-552
61
$1.5M 0.2%
28,716
+3,913
62
$1.46M 0.19%
10,870
+160
63
$1.45M 0.19%
21,461
-407
64
$1.44M 0.19%
228,823
+69
65
$1.37M 0.18%
7,405
-143
66
$1.32M 0.17%
8,051
+801
67
$1.29M 0.17%
17,329
-120
68
$1.25M 0.16%
30,786
+362
69
$1.25M 0.16%
5,701
+22
70
$1.21M 0.16%
1,220
-50
71
$1.2M 0.16%
12,117
+2,799
72
$1.19M 0.16%
1,530
-84
73
$1.19M 0.15%
24,482
+747
74
$1.18M 0.15%
40,183
+17,823
75
$1.17M 0.15%
12,533
-1,858
1 2
3
4 5