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
IJR icon
51
iShares Core S&P Small-Cap ETF
IJR
$88.2B
$2.36M 0.28%
19,856
-66
NULG icon
52
Nuveen ESG Large-Cap Growth ETF
NULG
$1.92B
$2.29M 0.27%
22,977
-776
VB icon
53
Vanguard Small-Cap ETF
VB
$69.3B
$2.27M 0.27%
8,926
+328
MDY icon
54
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$2.26M 0.27%
3,785
+8
DSI icon
55
iShares MSCI KLD 400 Social ETF
DSI
$5B
$2.2M 0.26%
17,459
-437
IJH icon
56
iShares Core S&P Mid-Cap ETF
IJH
$101B
$2.12M 0.25%
32,414
-79
AAUS
57
Alpha Architect US Equity ETF
AAUS
$492M
$2.09M 0.25%
+38,673
MA icon
58
Mastercard
MA
$494B
$2.06M 0.25%
3,624
+17
CL icon
59
Colgate-Palmolive
CL
$64.8B
$1.96M 0.23%
24,474
-157
NULV icon
60
Nuveen ESG Large-Cap Value ETF
NULV
$1.92B
$1.94M 0.23%
44,175
+296
EQIX icon
61
Equinix
EQIX
$74B
$1.93M 0.23%
2,462
-188
COMP icon
62
Compass
COMP
$5.85B
$1.84M 0.22%
228,876
+53
ABBV icon
63
AbbVie
ABBV
$402B
$1.75M 0.21%
7,555
+150
ORCL icon
64
Oracle
ORCL
$576B
$1.7M 0.2%
6,048
+347
TOL icon
65
Toll Brothers
TOL
$13.5B
$1.6M 0.19%
+11,566
NYF icon
66
iShares New York Muni Bond ETF
NYF
$1.02B
$1.54M 0.18%
28,827
+111
AVSD icon
67
Avantis Responsible International Equity ETF
AVSD
$386M
$1.51M 0.18%
21,076
-385
VOE icon
68
Vanguard Mid-Cap Value ETF
VOE
$19.7B
$1.41M 0.17%
8,052
+1
JNJ icon
69
Johnson & Johnson
JNJ
$499B
$1.4M 0.17%
7,554
+652
NUSC icon
70
Nuveen ESG Small-Cap ETF
NUSC
$1.27B
$1.39M 0.17%
31,525
+739
DMXF icon
71
iShares ESG Advanced MSCI EAFE ETF
DMXF
$658M
$1.31M 0.16%
17,249
-80
NFLX icon
72
Netflix
NFLX
$456B
$1.3M 0.16%
10,810
-60
XOM icon
73
Exxon Mobil
XOM
$489B
$1.27M 0.15%
11,222
+1,908
AMD icon
74
Advanced Micro Devices
AMD
$354B
$1.25M 0.15%
7,735
+194
DFSV icon
75
Dimensional US Small Cap Value ETF
DFSV
$5.79B
$1.24M 0.15%
38,886
-1,297
1 2
3
4 5