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
201
$235K 0.03%
811
+22
202
$233K 0.03%
419
-62
203
$231K 0.03%
862
-40
204
$228K 0.03%
+311
205
$227K 0.03%
3,556
206
$225K 0.03%
+1,227
207
$224K 0.03%
2,439
-119
208
$223K 0.03%
3,616
209
$223K 0.03%
973
+10
210
$219K 0.03%
711
-2
211
$215K 0.03%
719
-195
212
$208K 0.03%
+2,902
213
$206K 0.03%
+472
214
$206K 0.03%
866
-16
215
$206K 0.03%
+1,339
216
$203K 0.03%
+2,938
217
$203K 0.03%
+2,270
218
$202K 0.03%
+1,637
219
$202K 0.03%
+2,215
220
$201K 0.03%
966
-222
221
$200K 0.03%
820
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222
$200K 0.03%
+506
223
$103K 0.01%
31,361
-140
224
$30K ﹤0.01%
+11,580
225
$21.6K ﹤0.01%
+13,115
6 7 8
9
10