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
$691M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.36M
3
+$3.03M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.97M
5
EQIX icon
Equinix
EQIX
+$2.38M

Top Sells

1
+$5.01M
2
+$3.3M
3
+$790K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$677K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$388K

Sector Composition

1 Technology 6.91%
2 Financials 2.65%
3 Healthcare 2.41%
4 Consumer Discretionary 1.86%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$351K 0.05%
1,106
152
$347K 0.05%
7,656
+840
153
$346K 0.05%
2,005
+603
154
$341K 0.05%
4,751
+361
155
$340K 0.05%
1,201
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156
$338K 0.05%
3,894
+134
157
$330K 0.05%
2,488
+400
158
$327K 0.05%
277
-1
159
$319K 0.05%
8,653
-240
160
$317K 0.05%
2,494
+56
161
$314K 0.05%
+5,742
162
$299K 0.04%
618
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163
$295K 0.04%
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164
$293K 0.04%
1,138
165
$291K 0.04%
9,439
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166
$289K 0.04%
2,374
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167
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168
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169
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170
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1,892
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171
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2,152
172
$275K 0.04%
+481
173
$272K 0.04%
5,581
+10
174
$266K 0.04%
1,139
+61
175
$262K 0.04%
10,941
-236
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7
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