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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
Cap. Flow
+$106M
Cap. Flow %
11.02%
Top 10 Hldgs %
43.89%
Holding
356
New
127
Increased
144
Reduced
64
Closed
6

Top Buys

1
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$6.14M
2
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$3.11M
3
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.85M
4
AAUA
Alpha Architect US Equity 3 ETF
AAUA
+$2.44M
5
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$2.39M

Top Sells

1
UBER icon
Uber
UBER
+$370K
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$292K
3
QQQ icon
Invesco QQQ Trust
QQQ
+$266K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$252K
5
NOC icon
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
BLK icon
251
Blackrock
BLK
$160B
$337K 0.04%
350
+20
+6% +$20.7K
HSY icon
252
Hershey
HSY
$35.5B
$336K 0.03%
+1,914
New +$361K
GD icon
253
General Dynamics
GD
$101B
$331K 0.03%
933
+88
+10% +$30.1K
A icon
254
Agilent Technologies
A
$37.9B
$320K 0.03%
+2,406
New +$293K
SYK icon
255
Stryker
SYK
$127B
$320K 0.03%
+1,015
New +$320K
PEG icon
256
Public Service Enterprise Group
PEG
$40.3B
$318K 0.03%
3,914
+66
+2% +$5.27K
GLW icon
257
Corning
GLW
$158B
$316K 0.03%
+1,238
New +$225K
WELL icon
258
Welltower
WELL
$166B
$316K 0.03%
1,392
+45
+3% +$9.51K
BA icon
259
Boeing
BA
$170B
$315K 0.03%
1,454
+142
+11% +$31.6K
IUSG icon
260
iShares Core S&P US Growth ETF
IUSG
$31.9B
$314K 0.03%
1,668
-16
-1% -$2.89K
ICSH icon
261
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.84B
$312K 0.03%
+6,159
New +$311K
RACE icon
262
Ferrari
RACE
$65.6B
$307K 0.03%
+824
New +$287K
SCHV
263
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$303K 0.03%
8,701
-636
-7% -$20.9K
CVBF icon
264
CVB Financial
CVBF
$3.96B
$303K 0.03%
+13,424
New +$276K
TPR icon
265
Tapestry
TPR
$27.5B
$302K 0.03%
2,064
+49
+2% +$7.02K
PFE icon
266
Pfizer
PFE
$140B
$302K 0.03%
12,536
+1,114
+10% +$29.1K
ROAD icon
267
Construction Partners
ROAD
$5.29B
$302K 0.03%
+2,539
New +$301K
BJ icon
268
BJs Wholesale Club
BJ
$11.5B
$301K 0.03%
+3,452
New +$316K
JCI icon
269
Johnson Controls International
JCI
$87.8B
$300K 0.03%
+2,056
New +$290K
ONB icon
270
Old National Bancorp
ONB
$10.2B
$299K 0.03%
+11,558
New +$278K
ITW icon
271
Illinois Tool Works
ITW
$78.1B
$296K 0.03%
+1,096
New +$284K
PGR icon
272
Progressive
PGR
$137B
$296K 0.03%
1,354
+195
+17% +$39.3K
CDNS icon
273
Cadence Design Systems
CDNS
$104B
$292K 0.03%
+779
New +$273K
RYN icon
274
Rayonier
RYN
$6.45B
$292K 0.03%
+13,735
New +$288K
DELL icon
275
Dell
DELL
$276B
$290K 0.03%
+671
New +$194K
9 10
11
12 13

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