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RWP
Revolve Wealth Partners Portfolio holdings
AUM
$961M
1-Year Est. Return
22.88%
This Fund
S&P 500
This Quarter
Est. Return
+13.73%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$961M
AUM Growth
+$191M
(+25%)
Cap. Flow
+$106M
Cap. Flow
% of AUM
11.02%
Top 10 Holdings %
Top 10 Hldgs %
43.89%
Holding
356
New
127
Increased
144
Reduced
64
Closed
6
Top Buys
Top Sells
| 1 |
Uber
UBER
|
+$370K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$292K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$266K |
| 4 |
iShares New York Muni Bond ETF
NYF
|
+$252K |
| 5 |
Northrop Grumman
NOC
|
+$242K |
Sector Composition
| 1 | Technology | 8.91% |
| 2 | Financials | 3.21% |
| 3 | Healthcare | 2.43% |
| 4 | Consumer Discretionary | 2.22% |
| 5 | Industrials | 2.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard Large-Cap ETF
VV
$52.8B
| $392K | 0.04% |
1,139
| – | – |
|
227
Aon
AON
$77.5B
| $384K | 0.04% |
+1,159
| New | +$374K |
|
228
Twilio
TWLO
$33.5B
| $381K | 0.04% |
+1,848
| New | +$328K |
|
229
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
| $380K | 0.04% |
+3,440
| New | +$379K |
|
230
Verisk Analytics
VRSK
$25B
| $375K | 0.04% |
+2,089
| New | +$368K |
|
|
MRSH
231
Marsh
MRSH
$86.5B
| $372K | 0.04% |
+2,232
| New | +$373K |
|
232
iShares Russell Mid-Cap ETF
IWR
$57B
| $371K | 0.04% |
3,360
| – | – |
|
233
Parker-Hannifin
PH
$121B
| $370K | 0.04% |
378
+7
| +2% | +$6.41K |
|
234
Verizon
VZ
$176B
| $369K | 0.04% |
8,710
+111
| +1% | +$5.21K |
|
235
PepsiCo
PEP
$186B
| $367K | 0.04% |
2,709
+27
| +1% | +$4.04K |
|
236
Mettler-Toledo International
MTD
$26.4B
| $367K | 0.04% |
287
| – | – |
|
237
Brookfield
BN
$107B
| $366K | 0.04% |
+8,583
| New | +$384K |
|
238
Western Digital
WDC
$198B
| $365K | 0.04% |
+572
| New | +$278K |
|
239
Grayscale Bitcoin Trust
GBTC
$9.62B
| $364K | 0.04% |
7,993
| – | – |
|
240
Extra Space Storage
EXR
$30.8B
| $359K | 0.04% |
+2,471
| New | +$353K |
|
241
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.5B
| $358K | 0.04% |
685
+101
| +17% | +$50.4K |
|
242
Adobe
ADBE
$88.3B
| $357K | 0.04% |
1,740
+537
| +45% | +$127K |
|
243
Brink's
BCO
$4.45B
| $354K | 0.04% |
+3,751
| New | +$391K |
|
244
Salesforce
CRM
$137B
| $353K | 0.04% |
2,254
+676
| +43% | +$119K |
|
245
Danaher
DHR
$141B
| $352K | 0.04% |
1,846
-62
| -3% | -$11.3K |
|
246
United Bankshares
UBSI
$6.37B
| $351K | 0.04% |
+7,664
| New | +$335K |
|
247
Arcosa
ACA
$7.14B
| $351K | 0.04% |
+2,417
| New | +$300K |
|
248
AT&T
T
$148B
| $348K | 0.04% |
16,805
-1,475
| -8% | -$36.6K |
|
249
CRH
CRH
$70.1B
| $339K | 0.04% |
+3,170
| New | +$349K |
|
250
NetApp
NTAP
$34.1B
| $339K | 0.04% |
+2,191
| New | +$286K |
|
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