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
$766M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.02M
3
+$2.36M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$1.99M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.96M

Top Sells

1
+$1.24M
2
+$1.13M
3
+$1.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$998K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$949K

Sector Composition

1 Technology 7.27%
2 Financials 2.54%
3 Healthcare 1.97%
4 Consumer Discretionary 1.94%
5 Communication Services 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
26
Meta Platforms (Facebook)
META
$1.82T
$5.9M 0.77%
7,997
-980
AMZN icon
27
Amazon
AMZN
$2.32T
$5.88M 0.76%
26,810
-1,397
EFG icon
28
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$5.83M 0.76%
52,017
+1,793
PHB icon
29
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$354M
$5.64M 0.73%
305,488
-8,079
TSLA icon
30
Tesla
TSLA
$1.44T
$5.53M 0.72%
17,407
+737
SPY icon
31
SPDR S&P 500 ETF Trust
SPY
$662B
$4.77M 0.62%
7,723
+693
VXUS icon
32
Vanguard Total International Stock ETF
VXUS
$107B
$4.4M 0.57%
63,670
-2,418
V icon
33
Visa
V
$665B
$4.32M 0.56%
12,170
-2
AMGN icon
34
Amgen
AMGN
$162B
$4.22M 0.55%
15,127
-370
JPM icon
35
JPMorgan Chase
JPM
$827B
$4.07M 0.53%
14,042
+145
VOO icon
36
Vanguard S&P 500 ETF
VOO
$759B
$4M 0.52%
7,046
-1,249
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.18M 0.41%
6,541
-11
VO icon
38
Vanguard Mid-Cap ETF
VO
$88.4B
$3.07M 0.4%
10,988
+213
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$3.08T
$3.06M 0.4%
17,350
+687
SCHM icon
40
Schwab US Mid-Cap ETF
SCHM
$13.6B
$3.03M 0.39%
108,164
-2,653
IWF icon
41
iShares Russell 1000 Growth ETF
IWF
$123B
$2.84M 0.37%
6,696
-1,046
DFSI icon
42
Dimensional International Sustainability Core 1 ETF
DFSI
$833M
$2.56M 0.33%
64,864
-1,027
SCHD icon
43
Schwab US Dividend Equity ETF
SCHD
$69.9B
$2.54M 0.33%
96,010
+19,353
AVGO icon
44
Broadcom
AVGO
$1.68T
$2.52M 0.33%
9,140
+56
QQQ icon
45
Invesco QQQ Trust
QQQ
$385B
$2.49M 0.32%
4,520
-534
EFV icon
46
iShares MSCI EAFE Value ETF
EFV
$27.4B
$2.41M 0.31%
37,896
-887
IWM icon
47
iShares Russell 2000 ETF
IWM
$71.6B
$2.27M 0.3%
10,522
-1,551
SCHA icon
48
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$2.25M 0.29%
88,818
-9,659
CL icon
49
Colgate-Palmolive
CL
$63.2B
$2.24M 0.29%
24,631
-337
IXUS icon
50
iShares Core MSCI Total International Stock ETF
IXUS
$50.2B
$2.24M 0.29%
28,936
-227
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