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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
+6.55%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$834M
AUM Growth
+$67.8M
(+8.9%)
Cap. Flow
+$21.2M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
47.87%
Holding
246
New
20
Increased
112
Reduced
85
Closed
14
Top Buys
| 1 |
VanEck High Yield Muni ETF
HYD
|
+$4.48M |
| 2 |
AAUS
Alpha Architect US Equity ETF
AAUS
|
+$2.01M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$2M |
| 4 |
Apple
AAPL
|
+$1.52M |
| 5 |
Toll Brothers
TOL
|
+$1.51M |
Top Sells
| 1 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.86M |
| 2 |
Tesla
TSLA
|
+$634K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$534K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$521K |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$389K |
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 | |
|---|---|---|---|---|---|---|
|
26
Tesla
TSLA
$1.5T
| $6.93M | 0.83% |
15,578
-1,829
| -11% | -$634K |
|
27
Meta Platforms (Facebook)
META
$1.68T
| $6.48M | 0.78% |
8,828
+831
| +10% | +$619K |
|
28
Amazon
AMZN
$2.64T
| $5.93M | 0.71% |
27,018
+208
| +0.8% | +$47.1K |
|
|
IFLN
29
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$308M
| $5.93M | 0.71% |
319,158
+13,670
| +4% | +$253K |
|
30
iShares MSCI EAFE Growth ETF
EFG
$16.7B
| $5.88M | 0.71% |
51,622
-395
| -0.8% | -$44K |
|
31
State Street SPDR S&P 500 ETF Trust
SPY
$783B
| $5.1M | 0.61% |
7,652
-71
| -0.9% | -$45.5K |
|
32
Vanguard Total International Stock ETF
VXUS
$155B
| $4.68M | 0.56% |
63,696
+26
| +0% | +$1.85K |
|
33
JPMorgan Chase
JPM
$921B
| $4.47M | 0.54% |
14,165
+123
| +0.9% | +$36.6K |
|
34
Alphabet (Google) Class A
GOOGL
$4.36T
| $4.37M | 0.52% |
17,981
+631
| +4% | +$132K |
|
35
Visa
V
$682B
| $4.09M | 0.49% |
11,979
-191
| -2% | -$66.1K |
|
36
Amgen
AMGN
$193B
| $4.08M | 0.49% |
14,461
-666
| -4% | -$193K |
|
37
Vanguard S&P 500 ETF
VOO
$984B
| $3.91M | 0.47% |
6,392
-654
| -9% | -$385K |
|
38
Berkshire Hathaway Class B
BRK.B
$1.07T
| $3.31M | 0.4% |
6,590
+49
| +0.7% | +$23.7K |
|
39
Schwab US Mid-Cap ETF
SCHM
$14.8B
| $3.2M | 0.38% |
107,906
-258
| -0.2% | -$7.51K |
|
40
Vanguard Mid-Cap ETF
VO
$106B
| $3.14M | 0.38% |
42,724
-1,228
| -3% | -$88.2K |
|
41
Broadcom
AVGO
$1.88T
| $3.1M | 0.37% |
9,410
+270
| +3% | +$82.8K |
|
42
iShares Russell 2000 ETF
IWM
$82.3B
| $2.93M | 0.35% |
12,101
+1,579
| +15% | +$362K |
|
|
DFSI
43
Dimensional International Sustainability Core 1 ETF
DFSI
$1.12B
| $2.61M | 0.31% |
63,720
-1,144
| -2% | -$45.8K |
|
44
Schwab US Dividend Equity ETF
SCHD
$98.1B
| $2.6M | 0.31% |
95,141
-869
| -0.9% | -$23.7K |
|
|
45
Alphabet (Google) Class C
GOOG
$4.33T
| $2.59M | 0.31% |
10,637
+436
| +4% | +$91.6K |
|
|
46
iShares Russell 1000 Growth ETF
IWF
$127B
| $2.58M | 0.31% |
21,992
-4,792
| -18% | -$534K |
|
47
iShares MSCI EAFE Value ETF
EFV
$26.1B
| $2.55M | 0.31% |
37,523
-373
| -1% | -$24.6K |
|
48
Invesco QQQ Trust
QQQ
$481B
| $2.52M | 0.3% |
4,204
-316
| -7% | -$181K |
|
49
Schwab U.S Small- Cap ETF
SCHA
$23B
| $2.49M | 0.3% |
89,366
+548
| +0.6% | +$14.7K |
|
50
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
| $2.39M | 0.29% |
28,954
+18
| +0.1% | +$1.43K |
|
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