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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 | |
|---|---|---|---|---|---|---|
276
iShares Gold Trust
IAU
$62.1B
| $288K | 0.03% |
3,810
| – | – |
|
277
Becton Dickinson
BDX
$42.4B
| $282K | 0.03% |
+1,862
| New | +$278K |
|
278
McKesson
MCK
$95.1B
| $281K | 0.03% |
372
+15
| +4% | +$11.9K |
|
279
Avantis Emerging Markets Equity ETF
AVEM
$25B
| $280K | 0.03% |
+2,902
| New | +$268K |
|
280
Thermo Fisher Scientific
TMO
$196B
| $277K | 0.03% |
553
-8
| -1% | -$3.84K |
|
281
Travelers Companies
TRV
$72.6B
| $274K | 0.03% |
831
+135
| +19% | +$40.9K |
|
282
Allstate
ALL
$66B
| $274K | 0.03% |
1,151
+142
| +14% | +$30.9K |
|
283
Vanguard Total Bond Market
BND
$158B
| $273K | 0.03% |
3,720
-841
| -18% | -$61.7K |
|
284
Intuit
INTU
$79.3B
| $271K | 0.03% |
1,038
+188
| +22% | +$65.5K |
|
285
iShares Russell 1000 ETF
IWB
$48.3B
| $269K | 0.03% |
656
-7
| -1% | -$2.77K |
|
286
Keysight
KEYS
$54.8B
| $267K | 0.03% |
+763
| New | +$260K |
|
287
Southern Company
SO
$109B
| $265K | 0.03% |
2,771
+248
| +10% | +$23.3K |
|
288
Ross Stores
ROST
$70.4B
| $264K | 0.03% |
1,238
+201
| +19% | +$45.2K |
|
289
Monolithic Power Systems
MPWR
$63.4B
| $263K | 0.03% |
190
+5
| +3% | +$7.51K |
|
290
iShares MSCI Switzerland ETF
EWL
$1.99B
| $261K | 0.03% |
+4,146
| New | +$255K |
|
291
Carrier Global
CARR
$57B
| $258K | 0.03% |
+3,522
| New | +$230K |
|
292
AstraZeneca
AZN
$263B
| $254K | 0.03% |
+1,337
| New | +$251K |
|
293
iShares International Select Dividend ETF
IDV
$8.11B
| $248K | 0.03% |
+5,990
| New | +$262K |
|
294
Installed Building Products
IBP
$6B
| $246K | 0.03% |
+1,071
| New | +$260K |
|
295
State Street Technology Select Sector SPDR ETF
XLK
$118B
| $244K | 0.03% |
+1,282
| New | +$219K |
|
296
Quanta Services
PWR
$97B
| $244K | 0.03% |
+339
| New | +$232K |
|
297
Waste Management
WM
$95.1B
| $244K | 0.03% |
1,093
-16
| -1% | -$3.56K |
|
298
Cummins
CMI
$91.7B
| $243K | 0.03% |
+341
| New | +$225K |
|
299
W.P. Carey
WPC
$16.2B
| $243K | 0.03% |
+3,398
| New | +$249K |
|
300
ICU Medical
ICUI
$3.94B
| $243K | 0.03% |
+1,657
| New | +$216K |
|
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