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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
+6.8%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$347M
AUM Growth
–
Cap. Flow
+$341M
Cap. Flow %
98.35%
Top 10 Hldgs %
50.48%
Holding
149
New
149
Increased
–
Reduced
–
Closed
–

Top Buys

1
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$34M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$28.1M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$17.3M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$15.1M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.04%
2 Healthcare 4.77%
3 Consumer Discretionary 4.2%
4 Financials 2.62%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NYF icon
51
iShares New York Muni Bond ETF
NYF
$1.38B
$1.2M 0.35%
+20,734
New +$1.2M
AGG icon
52
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.2M 0.34%
+10,475
New +$1.2M
JPST icon
53
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$1.11M 0.32%
+22,021
New +$1.11M
PYPL icon
54
PayPal
PYPL
$41.7B
$1.05M 0.3%
+5,570
New +$1.21M
VTI icon
55
Vanguard Total Stock Market ETF
VTI
$666B
$1.05M 0.3%
+4,333
New +$1.02M
AMD icon
56
Advanced Micro Devices
AMD
$898B
$1.04M 0.3%
+7,258
New +$976K
EFV icon
57
iShares MSCI EAFE Value ETF
EFV
$26B
$1.04M 0.3%
+20,612
New +$1.05M
PG icon
58
Procter & Gamble
PG
$340B
$982K 0.28%
+6,000
New +$891K
IWP icon
59
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$917K 0.26%
+7,955
New +$928K
NOW icon
60
ServiceNow
NOW
$108B
$894K 0.26%
+6,885
New +$904K
IWS icon
61
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$867K 0.25%
+7,082
New +$845K
RSP icon
62
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$816K 0.24%
+5,014
New +$792K
ADBE icon
63
Adobe
ADBE
$87.5B
$800K 0.23%
+1,411
New +$882K
GOOG icon
64
Alphabet (Google) Class C
GOOG
$4.36T
$790K 0.23%
+5,460
New +$789K
ARKK icon
65
ARK Innovation ETF
ARKK
$6.5B
$749K 0.22%
+7,922
New +$865K
SHOP icon
66
Shopify
SHOP
$163B
$733K 0.21%
+5,320
New +$777K
VOT icon
67
Vanguard Mid-Cap Growth ETF
VOT
$19.5B
$723K 0.21%
+2,839
New +$716K
SCHV
68
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$713K 0.21%
+29,223
New +$692K
EEM icon
69
iShares MSCI Emerging Markets ETF
EEM
$29.1B
$680K 0.2%
+13,918
New +$700K
DIS icon
70
Walt Disney
DIS
$166B
$672K 0.19%
+4,339
New +$701K
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$110B
$636K 0.18%
+3,701
New +$610K
NFLX icon
72
Netflix
NFLX
$310B
$606K 0.17%
+10,060
New +$643K
CRM icon
73
Salesforce
CRM
$137B
$597K 0.17%
+2,348
New +$660K
BX icon
74
Blackstone
BX
$152B
$570K 0.16%
+4,402
New +$587K
EG icon
75
Everest Group
EG
$14.7B
$563K 0.16%
+2,055
New +$555K
1 2
3
4 5

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