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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
-1.65%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$691M
AUM Growth
+$10.5M
Cap. Flow
+$26.8M
Cap. Flow %
3.88%
Top 10 Hldgs %
49.1%
Holding
244
New
25
Increased
130
Reduced
51
Closed
19

Top Buys

1
TSLA icon
Tesla
TSLA
+$3.78M
2
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$3.36M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.03M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.97M
5
EQIX icon
Equinix
EQIX
+$2.38M

Top Sells

1
LOAR icon
Loar Holdings
LOAR
+$5.01M
2
CVGI icon
Commercial Vehicle Group
CVGI
+$3.3M
3
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$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
ABNB icon
226
Airbnb
ABNB
$87B
– –
-2,492
Closed -$327K
ALL icon
227
Allstate
ALL
$64.8B
– –
-1,197
Closed -$231K
ANET icon
228
Arista Networks
ANET
$229B
– –
-1,830
Closed -$202K
BLK icon
229
Blackrock
BLK
$159B
– –
-277
Closed -$284K
CVGI icon
230
Commercial Vehicle Group
CVGI
$163M
– –
-1,502
Closed -$3.3M
DECK icon
231
Deckers Outdoor
DECK
$14.8B
– –
-1,214
Closed -$247K
IJJ icon
232
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.72B
– –
-1,712
Closed -$214K
IJK icon
233
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
– –
-2,291
Closed -$208K
MSI icon
234
Motorola Solutions
MSI
$68.9B
– –
-449
Closed -$208K
NVO
235
Novo Nordisk
NVO
$218B
– –
-2,490
Closed -$214K
PDBC icon
236
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.53B
– –
-20,909
Closed -$272K
PYPL icon
237
PayPal
PYPL
$41.6B
– –
-2,910
Closed -$248K
RMT
238
Royce Micro-Cap Trust
RMT
$755M
– –
-15,179
Closed -$148K
SHV icon
239
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
– –
-3,526
Closed -$388K
VNQ icon
240
Vanguard Real Estate ETF
VNQ
$38.6B
– –
-7,599
Closed -$677K
VRTX icon
241
Vertex Pharmaceuticals
VRTX
$121B
– –
-498
Closed -$201K
XLK icon
242
State Street Technology Select Sector SPDR ETF
XLK
$120B
– –
-1,754
Closed -$204K
CERO
243
DELISTED
CERo Therapeutics
CERO
– –
-16
Closed -$1.97K
LOAR icon
244
Loar Holdings
LOAR
$6.73B
– –
-20
Closed -$5.01M
6 7 8 9
10

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