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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
+2.42%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$851M
AUM Growth
+$17.2M
(+2.1%)
Cap. Flow
-$633K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
47.7%
Holding
242
New
10
Increased
93
Reduced
108
Closed
14
Top Buys
| 1 |
BITW
Bitwise 10 Crypto Index ETF
BITW
|
+$2.88M |
| 2 |
AAEQ
Alpha Architect US Equity 2 ETF
AAEQ
|
+$2.63M |
| 3 |
Avantis US Equity ETF
AVUS
|
+$1.81M |
| 4 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$937K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$857K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$1.56M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.29M |
| 3 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$1.26M |
| 4 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.14M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.49T
| $6.69M | 0.79% |
14,866
-712
| -5% | -$316K |
|
|
IFLN
27
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$308M
| $6.16M | 0.72% |
331,072
+11,914
| +4% | +$221K |
|
28
Meta Platforms (Facebook)
META
$1.66T
| $5.99M | 0.7% |
9,080
+252
| +3% | +$168K |
|
29
Amazon
AMZN
$2.63T
| $5.83M | 0.69% |
25,247
-1,771
| -7% | -$405K |
|
30
iShares MSCI EAFE Growth ETF
EFG
$16.6B
| $5.82M | 0.68% |
51,102
-520
| -1% | -$59.6K |
|
31
Alphabet (Google) Class A
GOOGL
$4.34T
| $5.56M | 0.65% |
17,757
-224
| -1% | -$64K |
|
32
Vanguard Total International Stock ETF
VXUS
$155B
| $4.81M | 0.56% |
63,702
+6
| +0% | +$448 |
|
33
State Street SPDR S&P 500 ETF Trust
SPY
$782B
| $4.62M | 0.54% |
6,782
-870
| -11% | -$588K |
|
34
Amgen
AMGN
$192B
| $4.55M | 0.54% |
13,911
-550
| -4% | -$174K |
|
35
JPMorgan Chase
JPM
$916B
| $4.55M | 0.53% |
14,123
-42
| -0.3% | -$13K |
|
36
Vanguard S&P 500 ETF
VOO
$983B
| $4.12M | 0.48% |
6,572
+180
| +3% | +$112K |
|
37
Visa
V
$680B
| $4.12M | 0.48% |
11,734
-245
| -2% | -$83.5K |
|
38
Berkshire Hathaway Class B
BRK.B
$1.07T
| $3.34M | 0.39% |
6,651
+61
| +0.9% | +$30.4K |
|
39
Broadcom
AVGO
$1.87T
| $3.33M | 0.39% |
9,616
+206
| +2% | +$73.7K |
|
40
Schwab US Mid-Cap ETF
SCHM
$14.8B
| $3.2M | 0.38% |
106,531
-1,375
| -1% | -$41K |
|
|
41
Alphabet (Google) Class C
GOOG
$4.31T
| $3.16M | 0.37% |
10,079
-558
| -5% | -$160K |
|
42
Vanguard Mid-Cap ETF
VO
$106B
| $3.06M | 0.36% |
42,212
-512
| -1% | -$37.2K |
|
|
BITW
43
Bitwise 10 Crypto Index ETF
BITW
$622M
| $2.84M | 0.33% |
+48,253
| New | +$2.88M |
|
|
DFSI
44
Dimensional International Sustainability Core 1 ETF
DFSI
$1.11B
| $2.83M | 0.33% |
66,032
+2,312
| +4% | +$96.3K |
|
45
iShares MSCI EAFE Value ETF
EFV
$26B
| $2.65M | 0.31% |
37,164
-359
| -1% | -$24.9K |
|
|
AAEQ
46
Alpha Architect US Equity 2 ETF
AAEQ
$499M
| $2.61M | 0.31% |
+53,012
| New | +$2.63M |
|
47
Schwab US Dividend Equity ETF
SCHD
$98.1B
| $2.6M | 0.31% |
94,945
-196
| -0.2% | -$5.33K |
|
48
Schwab U.S Small- Cap ETF
SCHA
$23B
| $2.54M | 0.3% |
89,210
-156
| -0.2% | -$4.41K |
|
49
iShares Russell 1000 Growth ETF
IWF
$127B
| $2.51M | 0.3% |
21,224
-768
| -3% | -$91K |
|
50
iShares Russell 2000 ETF
IWM
$82.3B
| $2.48M | 0.29% |
10,089
-2,012
| -17% | -$495K |
|
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