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
101
$677K 0.09%
859
+33
102
$645K 0.08%
13,633
-499
103
$643K 0.08%
9,087
+305
104
$639K 0.08%
9,207
-87
105
$637K 0.08%
12,704
-3,119
106
$621K 0.08%
19,031
+2,989
107
$602K 0.08%
2,062
+2
108
$590K 0.08%
4,758
-351
109
$587K 0.08%
2,280
-88
110
$578K 0.08%
10,630
-50
111
$578K 0.08%
2,048
112
$575K 0.08%
20,765
+16
113
$574K 0.08%
2,106
+160
114
$572K 0.07%
11,856
-1,544
115
$570K 0.07%
14,239
-54
116
$568K 0.07%
2,437
+51
117
$559K 0.07%
790
-99
118
$529K 0.07%
12,997
-841
119
$527K 0.07%
2,212
+41
120
$524K 0.07%
2,126
121
$523K 0.07%
5,986
-238
122
$522K 0.07%
8,704
+36
123
$510K 0.07%
1,319
-97
124
$492K 0.06%
8,573
+619
125
$491K 0.06%
11,623
3 4
5
6 7