We are live on ! Find out more
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
Cap. Flow
+$19.5M
Cap. Flow %
4.52%
Top 10 Hldgs %
50.31%
Holding
157
New
11
Increased
84
Reduced
38
Closed
12

Top Buys

1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.88M
2
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$3.69M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.45M
4
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$2.23M
5
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$1.44M

Top Sells

1
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.14M
2
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.11M
3
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.02M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$811K
5
DLN icon
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
VOO icon
51
Vanguard S&P 500 ETF
VOO
$984B
$1.66M 0.39%
4,231
-317
-7% -$130K
JPM icon
52
JPMorgan Chase
JPM
$921B
$1.6M 0.37%
11,051
+1,707
+18% +$256K
VTEB icon
53
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$1.52M 0.35%
31,512
+3,250
+11% +$161K
EFV icon
54
iShares MSCI EAFE Value ETF
EFV
$26.1B
$1.33M 0.31%
27,100
+2
+0% +$99
GOOG icon
55
Alphabet (Google) Class C
GOOG
$4.33T
$1.25M 0.29%
9,482
+750
+9% +$97.5K
SPMD icon
56
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$1.05M 0.24%
23,959
-28
-0.1% -$1.29K
JNJ icon
57
Johnson & Johnson
JNJ
$610B
$1.04M 0.24%
6,655
-1,039
-14% -$171K
PG icon
58
Procter & Gamble
PG
$340B
$984K 0.23%
6,747
+145
+2% +$22.1K
VOE icon
59
Vanguard Mid-Cap Value ETF
VOE
$23.4B
$963K 0.22%
7,351
-12
-0.2% -$1.66K
BSCN
60
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
$875K 0.2%
41,212
– –
XOM icon
61
ExxonMobil
XOM
$599B
$831K 0.19%
7,066
+587
+9% +$64.4K
NYF icon
62
iShares New York Muni Bond ETF
NYF
$1.38B
$816K 0.19%
15,990
+845
+6% +$44.4K
SUB icon
63
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$810K 0.19%
7,877
– –
NULG icon
64
Nuveen ESG Large-Cap Growth ETF
NULG
$2.75B
$780K 0.18%
13,007
+219
+2% +$13.7K
DSI icon
65
iShares MSCI KLD 400 Social ETF
DSI
$5.34B
$759K 0.18%
9,328
+300
+3% +$25.4K
AMD icon
66
Advanced Micro Devices
AMD
$899B
$745K 0.17%
7,241
+133
+2% +$14.4K
HD icon
67
Home Depot
HD
$337B
$738K 0.17%
2,441
+498
+26% +$160K
UBER icon
68
Uber
UBER
$148B
$693K 0.16%
15,073
+151
+1% +$6.9K
LLY icon
69
Eli Lilly
LLY
$1.03T
$672K 0.16%
1,252
+93
+8% +$47.9K
IWP icon
70
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$658K 0.15%
7,198
+10
+0.1% +$956
ADBE icon
71
Adobe
ADBE
$88.5B
$644K 0.15%
1,263
+46
+4% +$24.1K
PFE icon
72
Pfizer
PFE
$138B
$643K 0.15%
19,390
-1,001
-5% -$35.4K
BSCO
73
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$642K 0.15%
31,041
– –
IWS icon
74
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$640K 0.15%
6,136
– –
VIG icon
75
Vanguard Dividend Appreciation ETF
VIG
$111B
$636K 0.15%
4,094
+696
+20% +$113K
1 2
3
4 5

Similar funds

MK
MASTERINVEST Kapitalanlage Vienna $962M AUM 27.59% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
TFP
Triple Frond Partners San Francisco, California $963M AUM 27.45% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $958M AUM 34.66% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $958M AUM 15.24% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return