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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
-3.37%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$431M
AUM Growth
+$3.75M
(+0.88%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
4.52%
Top 10 Holdings %
Top 10 Hldgs %
50.31%
Holding
157
New
11
Increased
84
Reduced
38
Closed
12
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
+$1.14M |
| 2 |
VanEck High Yield Muni ETF
HYD
|
+$1.11M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.02M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$811K |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$736K |
Sector Composition
| 1 | Technology | 6.1% |
| 2 | Healthcare | 2.87% |
| 3 | Consumer Discretionary | 2.53% |
| 4 | Financials | 2.03% |
| 5 | Communication Services | 1.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Growth ETF
VUG
$224B
| $3.66M | 0.85% |
80,718
-1,290
| -2% | -$60.9K |
|
27
Vanguard Total International Stock ETF
VXUS
$155B
| $3.1M | 0.72% |
57,874
-29
| -0.1% | -$1.62K |
|
28
NVIDIA
NVDA
$5.08T
| $3.08M | 0.72% |
70,910
+570
| +0.8% | +$25.5K |
|
29
Vanguard Mid-Cap ETF
VO
$106B
| $2.96M | 0.69% |
56,828
+880
| +2% | +$48.3K |
|
|
30
Schwab US Mid-Cap ETF
SCHM
$14.8B
| $2.94M | 0.68% |
130,326
-43,062
| -25% | -$1.02M |
|
31
Meta Platforms (Facebook)
META
$1.68T
| $2.61M | 0.61% |
8,706
-352
| -4% | -$106K |
|
32
Equinix
EQIX
$101B
| $2.44M | 0.57% |
3,366
+1
| +0% | +$774 |
|
33
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $2.39M | 0.55% |
54,608
+585
| +1% | +$26.8K |
|
34
UnitedHealth
UNH
$387B
| $2.36M | 0.55% |
4,686
-26
| -0.6% | -$12.8K |
|
35
State Street SPDR S&P 500 ETF Trust
SPY
$782B
| $2.31M | 0.54% |
5,399
+415
| +8% | +$185K |
|
36
Schwab U.S Small- Cap ETF
SCHA
$23.1B
| $2.23M | 0.52% |
107,564
-28,874
| -21% | -$634K |
|
37
iShares Core S&P Small-Cap ETF
IJR
$109B
| $2.21M | 0.51% |
23,386
-585
| -2% | -$58.4K |
|
38
iShares Russell 2000 ETF
IWM
$82.4B
| $2.04M | 0.47% |
11,517
+62
| +0.5% | +$11.6K |
|
39
Vanguard Small-Cap ETF
VB
$79.9B
| $2M | 0.46% |
10,576
-310
| -3% | -$61.8K |
|
40
iShares Russell 1000 Growth ETF
IWF
$127B
| $1.99M | 0.46% |
29,932
-40
| -0.1% | -$2.76K |
|
41
Colgate-Palmolive
CL
$73.2B
| $1.98M | 0.46% |
27,852
-274
| -1% | -$20.5K |
|
42
Berkshire Hathaway Class B
BRK.B
$1.07T
| $1.98M | 0.46% |
5,647
+888
| +19% | +$315K |
|
43
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
| $1.94M | 0.45% |
32,279
+553
| +2% | +$34.5K |
|
44
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $1.93M | 0.45% |
38,780
-2,465
| -6% | -$129K |
|
45
Invesco QQQ Trust
QQQ
$482B
| $1.92M | 0.45% |
5,372
+881
| +20% | +$327K |
|
46
Schwab US Dividend Equity ETF
SCHD
$98B
| $1.91M | 0.44% |
81,186
-1,752
| -2% | -$43K |
|
47
Mastercard
MA
$479B
| $1.9M | 0.44% |
4,787
+22
| +0.5% | +$8.83K |
|
48
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
| $1.82M | 0.42% |
3,993
+10
| +0.3% | +$4.79K |
|
49
Alphabet (Google) Class A
GOOGL
$4.33T
| $1.79M | 0.41% |
13,645
+438
| +3% | +$56.7K |
|
50
Visa
V
$682B
| $1.77M | 0.41% |
7,714
+52
| +0.7% | +$12.5K |
|
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