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
176
$271K 0.04%
930
+73
177
$271K 0.04%
388
-10
178
$271K 0.04%
507
-111
179
$270K 0.04%
2,512
+15
180
$269K 0.04%
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181
$268K 0.03%
2,937
+1
182
$266K 0.03%
7,430
+155
183
$266K 0.03%
4,745
+13
184
$261K 0.03%
495
-1
185
$261K 0.03%
45
186
$260K 0.03%
903
-30
187
$256K 0.03%
1,817
+81
188
$253K 0.03%
1,208
+34
189
$252K 0.03%
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190
$250K 0.03%
568
+1
191
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1,102
-37
192
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193
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194
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625
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195
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5,987
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196
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4,809
197
$238K 0.03%
4,902
198
$238K 0.03%
3,810
199
$237K 0.03%
2,788
-4,927
200
$236K 0.03%
1,786
-106
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