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
76
$1.16M 0.15%
23,640
-8,029
77
$1.13M 0.15%
2,080
-54
78
$1.07M 0.14%
3,431
-403
79
$1.07M 0.14%
7,541
-572
80
$1.06M 0.14%
5,203
81
$1.05M 0.14%
6,902
-2,007
82
$1M 0.13%
9,314
-92
83
$991K 0.13%
27,485
+545
84
$977K 0.13%
7,046
-324
85
$971K 0.13%
2,648
+159
86
$961K 0.13%
9,830
+103
87
$952K 0.12%
5,977
-570
88
$947K 0.12%
3,330
+634
89
$934K 0.12%
9,420
+1
90
$932K 0.12%
4,535
-80
91
$920K 0.12%
7,980
-5,047
92
$908K 0.12%
6,068
-1,148
93
$885K 0.12%
6,493
-104
94
$810K 0.11%
6,133
-307
95
$771K 0.1%
31,407
-3,504
96
$751K 0.1%
5,144
+62
97
$727K 0.1%
2,467
+322
98
$718K 0.09%
6,756
99
$695K 0.09%
7,769
-553
100
$687K 0.09%
13,900
2 3
4
5 6