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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
+6.55%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$834M
AUM Growth
+$67.8M
Cap. Flow
+$21.2M
Cap. Flow %
2.55%
Top 10 Hldgs %
47.87%
Holding
246
New
20
Increased
112
Reduced
85
Closed
14

Top Buys

1
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.48M
2
AAUS
Alpha Architect US Equity ETF
AAUS
+$2.01M
3
SCHF icon
Schwab International Equity ETF
SCHF
+$2M
4
AAPL icon
Apple
AAPL
+$1.52M
5
TOL icon
Toll Brothers
TOL
+$1.51M

Top Sells

1
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.86M
2
TSLA icon
Tesla
TSLA
+$634K
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$534K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$521K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$389K

Sector Composition

1 Technology 7.89%
2 Financials 2.5%
3 Consumer Discretionary 2.3%
4 Communication Services 2.1%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLK icon
226
State Street Technology Select Sector SPDR ETF
XLK
$119B
$202K 0.02%
+1,432
New +$190K
TT icon
227
Trane Technologies
TT
$107B
$200K 0.02%
475
+3
+0.6% +$1.28K
KVUE icon
228
Kenvue
KVUE
$36.2B
$162K 0.02%
+10,005
New +$204K
BLND icon
229
Blend Labs
BLND
$438M
$114K 0.01%
31,361
– –
RIG icon
230
Transocean
RIG
$5.88B
$37.7K ﹤0.01%
12,098
+518
+4% +$1.56K
WTI icon
231
W&T Offshore
WTI
$527M
$20.6K ﹤0.01%
11,325
-1,790
-14% -$3.18K
STRO icon
232
Sutro Biopharma
STRO
$440M
$9.55K ﹤0.01%
1,100
+69
+7% +$587
ACN icon
233
Accenture
ACN
$83.4B
– –
-719
Closed -$215K
BSCP
234
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-12,181
Closed -$252K
BSCR icon
235
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
– –
-18,672
Closed -$367K
CMG icon
236
Chipotle Mexican Grill
CMG
$46.9B
– –
-4,745
Closed -$266K
COWZ icon
237
Pacer US Cash Cows 100 ETF
COWZ
$18B
– –
-5,717
Closed -$315K
CVNA icon
238
Carvana
CVNA
$48.4B
– –
-3,625
Closed -$244K
DFAS icon
239
Dimensional US Small Cap ETF
DFAS
$15B
– –
-3,556
Closed -$227K
DNL icon
240
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$482M
– –
-5,987
Closed -$241K
EZM icon
241
WisdomTree US MidCap Fund
EZM
$928M
– –
-3,616
Closed -$223K
HUBS icon
242
HubSpot
HUBS
$10.9B
– –
-419
Closed -$233K
SYK icon
243
Stryker
SYK
$118B
– –
-506
Closed -$200K
TXN icon
244
Texas Instruments
TXN
$279B
– –
-966
Closed -$201K
UTRE icon
245
US Treasury 3 Year Note ETF
UTRE
$9.07M
– –
-4,809
Closed -$239K
UTWO icon
246
US Treasury 2 Year Note ETF
UTWO
$482M
– –
-4,902
Closed -$238K
6 7 8 9
10

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