RWP

Revolve Wealth Partners Portfolio holdings

AUM $851M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$851M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.63M
3
+$1.81M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$937K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$857K

Top Sells

1
+$1.56M
2
+$1.29M
3
+$1.26M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.14M
5
NVDA icon
NVIDIA
NVDA
+$1.07M

Sector Composition

1 Technology 7.47%
2 Financials 2.47%
3 Consumer Discretionary 2.17%
4 Communication Services 2.1%
5 Healthcare 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.51T
$6.69M 0.79%
14,866
-712
IFLN
27
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$403M
$6.16M 0.72%
331,072
+11,914
META icon
28
Meta Platforms (Facebook)
META
$1.64T
$5.99M 0.7%
9,080
+252
AMZN icon
29
Amazon
AMZN
$2.25T
$5.83M 0.69%
25,247
-1,771
EFG icon
30
iShares MSCI EAFE Growth ETF
EFG
$10.1B
$5.82M 0.68%
51,102
-520
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$3.77T
$5.56M 0.65%
17,757
-224
VXUS icon
32
Vanguard Total International Stock ETF
VXUS
$140B
$4.81M 0.56%
63,702
+6
SPY icon
33
State Street SPDR S&P 500 ETF Trust
SPY
$699B
$4.62M 0.54%
6,782
-870
AMGN icon
34
Amgen
AMGN
$209B
$4.55M 0.54%
13,911
-550
JPM icon
35
JPMorgan Chase
JPM
$810B
$4.55M 0.53%
14,123
-42
VOO icon
36
Vanguard S&P 500 ETF
VOO
$855B
$4.12M 0.48%
6,572
+180
V icon
37
Visa
V
$616B
$4.12M 0.48%
11,734
-245
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.09T
$3.34M 0.39%
6,651
+61
AVGO icon
39
Broadcom
AVGO
$1.52T
$3.33M 0.39%
9,616
+206
SCHM icon
40
Schwab US Mid-Cap ETF
SCHM
$13.4B
$3.2M 0.38%
106,531
-1,375
GOOG icon
41
Alphabet (Google) Class C
GOOG
$3.77T
$3.16M 0.37%
10,079
-558
VO icon
42
Vanguard Mid-Cap ETF
VO
$96.4B
$3.06M 0.36%
10,553
-128
BITW
43
BITWISE 10 CRYPTO IDX UT
BITW
$871M
$2.84M 0.33%
+48,253
DFSI icon
44
Dimensional International Sustainability Core 1 ETF
DFSI
$1.05B
$2.83M 0.33%
66,032
+2,312
EFV icon
45
iShares MSCI EAFE Value ETF
EFV
$31.3B
$2.65M 0.31%
37,164
-359
AAEQ
46
Alpha Architect US Equity 2 ETF
AAEQ
$463M
$2.61M 0.31%
+53,012
SCHD icon
47
Schwab US Dividend Equity ETF
SCHD
$85.3B
$2.6M 0.31%
94,945
-196
SCHA icon
48
Schwab U.S Small- Cap ETF
SCHA
$20.6B
$2.54M 0.3%
89,210
-156
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$117B
$2.51M 0.3%
5,306
-192
IWM icon
50
iShares Russell 2000 ETF
IWM
$74.8B
$2.48M 0.29%
10,089
-2,012
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