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
$304M
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.66M
3
+$1.93M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.77M
5
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.67M

Top Sells

1
+$3.76M
2
+$2.29M
3
+$1.12M
4
AAPL icon
Apple
AAPL
+$460K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$440K

Sector Composition

1 Technology 5.85%
2 Healthcare 4.01%
3 Consumer Discretionary 3.18%
4 Financials 2.47%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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154
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-397
155
– –
-5,212
156
– –
-1,153
157
– –
-2,044
158
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-9,082
3 4 5 6
7