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
126
$476K 0.06%
1,493
-127
127
$468K 0.06%
2,569
+164
128
$466K 0.06%
3,779
-115
129
$464K 0.06%
1,478
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130
$463K 0.06%
864
+3
131
$442K 0.06%
5,417
-283
132
$438K 0.06%
18,395
-257
133
$437K 0.06%
2,744
+199
134
$435K 0.06%
17,935
+1,475
135
$434K 0.06%
852
+16
136
$426K 0.06%
18,217
-1,497
137
$417K 0.05%
1,229
-280
138
$402K 0.05%
2,811
-421
139
$399K 0.05%
3,595
+108
140
$389K 0.05%
1,108
+2
141
$388K 0.05%
7,736
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142
$380K 0.05%
+362
143
$377K 0.05%
+1,773
144
$376K 0.05%
3,751
-1
145
$373K 0.05%
2,744
+256
146
$373K 0.05%
12,887
+7
147
$370K 0.05%
4,617
-134
148
$367K 0.05%
4,642
+178
149
$367K 0.05%
18,672
150
$367K 0.05%
782
-5
4 5
6
7 8