RWP
Revolve Wealth Partners Portfolio holdings
AUM
$851M
1-Year Est. Return
16.7%
This Fund
S&P 500
1 Year Est. Return
+16.7%
AUM
$851M
AUM Growth
+$17.2M
(+2.1%)
Holding
242
Top Buys
| 1 | +$2.88M | |
| 2 | +$2.63M | |
| 3 | +$1.81M | |
| 4 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$937K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$857K |
Top Sells
| 1 | +$1.56M | |
| 2 | +$1.29M | |
| 3 | +$1.26M | |
| 4 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.14M |
| 5 |
NVIDIA
NVDA
|
+$1.07M |
Sector Composition
| 1 | Technology | 7.47% |
| 2 | Financials | 2.47% |
| 3 | Consumer Discretionary | 2.17% |
| 4 | Communication Services | 2.1% |
| 5 | Healthcare | 2.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Blend Labs
BLND
$436M
| $95.3K | 0.01% |
31,361
|
|
||
227
Transocean
RIG
$7.14B
| $51.7K | 0.01% |
12,517
+419
|
|
||
228
W&T Offshore
WTI
$394M
| $19K | ﹤0.01% |
11,632
+307
|
|
||
229
iShares Russell 1000 Value ETF
IWD
$70.6B
| – | – |
-1,420
|
|
||
230
Kroger
KR
$43.2B
| – | – |
-3,312
|
|
||
231
Kenvue
KVUE
$36.6B
| – | – |
-10,005
|
|
||
232
Altria Group
MO
$116B
| – | – |
-3,337
|
|
||
233
Northrop Grumman
NOC
$103B
| – | – |
-346
|
|
||
234
US Treasury 12 Month Bill ETF
OBIL
$304M
| – | – |
-4,336
|
|
||
235
Pinterest
PINS
$11.4B
| – | – |
-7,478
|
|
||
236
Sutro Biopharma
STRO
$335M
| – | – |
-1,100
|
|
||
237
T-Mobile US
TMUS
$239B
| – | – |
-878
|
|
||
238
American International
AIG
$43.2B
| – | – |
-2,596
|
|
||
239
Boston Scientific
BSX
$114B
| – | – |
-2,126
|
|
||
240
Tractor Supply
TSCO
$27.4B
| – | – |
-3,691
|
|
||
241
Trane Technologies
TT
$102B
| – | – |
-475
|
|
||
242
Zebra Technologies
ZBRA
$11B
| – | – |
-708
|
|