RWP

Revolve Wealth Partners Portfolio holdings

AUM $834M
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$834M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.09M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.71M
5
TOL icon
Toll Brothers
TOL
+$1.6M

Top Sells

1
+$1.9M
2
+$813K
3
+$561K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$541K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$401K

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
TSLA icon
26
Tesla
TSLA
$1.43T
$6.93M 0.83%
15,578
-1,829
META icon
27
Meta Platforms (Facebook)
META
$1.63T
$6.48M 0.78%
8,828
+831
AMZN icon
28
Amazon
AMZN
$2.49T
$5.93M 0.71%
27,018
+208
PHB icon
29
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$395M
$5.93M 0.71%
319,158
+13,670
EFG icon
30
iShares MSCI EAFE Growth ETF
EFG
$9.44B
$5.88M 0.71%
51,622
-395
SPY icon
31
SPDR S&P 500 ETF Trust
SPY
$700B
$5.1M 0.61%
7,652
-71
VXUS icon
32
Vanguard Total International Stock ETF
VXUS
$111B
$4.68M 0.56%
63,696
+26
JPM icon
33
JPMorgan Chase
JPM
$852B
$4.47M 0.54%
14,165
+123
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$3.86T
$4.37M 0.52%
17,981
+631
V icon
35
Visa
V
$645B
$4.09M 0.49%
11,979
-191
AMGN icon
36
Amgen
AMGN
$186B
$4.08M 0.49%
14,461
-666
VOO icon
37
Vanguard S&P 500 ETF
VOO
$802B
$3.91M 0.47%
6,392
-654
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.11T
$3.31M 0.4%
6,590
+49
SCHM icon
39
Schwab US Mid-Cap ETF
SCHM
$12.2B
$3.2M 0.38%
107,906
-258
VO icon
40
Vanguard Mid-Cap ETF
VO
$89.4B
$3.14M 0.38%
10,681
-307
AVGO icon
41
Broadcom
AVGO
$1.9T
$3.1M 0.37%
9,410
+270
IWM icon
42
iShares Russell 2000 ETF
IWM
$70.4B
$2.93M 0.35%
12,101
+1,579
DFSI icon
43
Dimensional International Sustainability Core 1 ETF
DFSI
$883M
$2.61M 0.31%
63,720
-1,144
SCHD icon
44
Schwab US Dividend Equity ETF
SCHD
$71.1B
$2.6M 0.31%
95,141
-869
GOOG icon
45
Alphabet (Google) Class C
GOOG
$3.86T
$2.59M 0.31%
10,637
+436
IWF icon
46
iShares Russell 1000 Growth ETF
IWF
$125B
$2.58M 0.31%
5,498
-1,198
EFV icon
47
iShares MSCI EAFE Value ETF
EFV
$27.3B
$2.55M 0.31%
37,523
-373
QQQ icon
48
Invesco QQQ Trust
QQQ
$405B
$2.52M 0.3%
4,204
-316
SCHA icon
49
Schwab U.S Small- Cap ETF
SCHA
$19.3B
$2.49M 0.3%
89,366
+548
IXUS icon
50
iShares Core MSCI Total International Stock ETF
IXUS
$51.1B
$2.39M 0.29%
28,954
+18
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