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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
AMP icon
301
Ameriprise Financial
AMP
$46.6B
$243K 0.03%
529
+25
+5% +$11.5K
TT icon
302
Trane Technologies
TT
$106B
$243K 0.03%
+494
New +$231K
MO icon
303
Altria Group
MO
$120B
$242K 0.03%
3,369
-214
-6% -$14.9K
PODD icon
304
Insulet
PODD
$11.2B
$241K 0.03%
1,586
+19
+1% +$3.17K
XBIL icon
305
US Treasury 6 Month Bill ETF
XBIL
$744M
$240K 0.03%
4,797
+32
+0.7% +$1.6K
WLY icon
306
John Wiley & Sons Class A
WLY
$2.53B
$239K 0.02%
+4,930
New +$207K
VXF icon
307
Vanguard Extended Market ETF
VXF
$30.7B
$238K 0.02%
+966
New +$221K
LOW icon
308
Lowe's Companies
LOW
$116B
$236K 0.02%
1,073
-103
-9% -$23.4K
LFUS icon
309
Littelfuse
LFUS
$10.3B
$234K 0.02%
+515
New +$223K
GM icon
310
General Motors
GM
$69.2B
$234K 0.02%
3,040
+114
+4% +$8.96K
DTE icon
311
DTE Energy
DTE
$31.3B
$231K 0.02%
1,519
+121
+9% +$17.7K
DE icon
312
Deere & Co
DE
$158B
$231K 0.02%
+364
New +$211K
BMY icon
313
Bristol-Myers Squibb
BMY
$121B
$230K 0.02%
3,987
+142
+4% +$8.15K
EMB icon
314
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$228K 0.02%
+2,365
New +$227K
NU icon
315
Nu Holdings
NU
$66B
$226K 0.02%
+16,883
New +$228K
SBUX icon
316
Starbucks
SBUX
$122B
$224K 0.02%
+2,196
New +$221K
NGG icon
317
National Grid
NGG
$82.9B
$223K 0.02%
+2,692
New +$229K
HAE icon
318
Haemonetics
HAE
$3.49B
$223K 0.02%
+2,970
New +$191K
INDB icon
319
Independent Bank
INDB
$4.03B
$221K 0.02%
+2,645
New +$210K
ESGD icon
320
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$220K 0.02%
2,135
+1
+0% +$102
OBK icon
321
Origin Bancorp
OBK
$1.58B
$219K 0.02%
+4,280
New +$201K
SHOP icon
322
Shopify
SHOP
$162B
$218K 0.02%
1,908
-320
-14% -$36.5K
MMM icon
323
3M
MMM
$82.3B
$217K 0.02%
+1,340
New +$203K
SFY icon
324
SoFi Select 500 ETF
SFY
$664M
$217K 0.02%
+1,455
New +$208K
ETR icon
325
Entergy
ETR
$53.6B
$216K 0.02%
+1,880
New +$212K
11 12
13
14 15

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