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
$427M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$4.78M
3
+$4.74M
4
ITAN icon
Sparkline Intangible Value ETF
ITAN
+$4.33M
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.23M

Top Sells

1
+$7.69M
2
+$7.63M
3
+$7.51M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.17M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.93M

Sector Composition

1 Technology 6.44%
2 Healthcare 2.83%
3 Consumer Discretionary 2.56%
4 Financials 1.83%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-18,948
152
– –
-153
153
– –
-16,347
154
– –
-55
3 4 5 6
7