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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
+8.05%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$585M
AUM Growth
+$68.9M
(+13%)
Cap. Flow
+$30.2M
Cap. Flow
% of AUM
5.15%
Top 10 Holdings %
Top 10 Hldgs %
51.46%
Holding
182
New
23
Increased
107
Reduced
37
Closed
1
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$11.2M |
| 2 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$3.47M |
| 3 |
WisdomTree International Quality Dividend Growth Fund
IQDG
|
+$2.11M |
| 4 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$2.07M |
| 5 |
Shopify
SHOP
|
+$1.48M |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
+$3.01M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$924K |
| 3 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$527K |
| 4 |
lululemon athletica
LULU
|
+$209K |
| 5 |
Apple
AAPL
|
+$187K |
Sector Composition
| 1 | Technology | 6.61% |
| 2 | Healthcare | 2.28% |
| 3 | Financials | 2.07% |
| 4 | Consumer Discretionary | 1.93% |
| 5 | Communication Services | 1.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
UnitedHealth
UNH
$386B
| $2.02M | 0.34% |
4,081
-52
| -1% | -$26.4K |
|
52
Alphabet (Google) Class C
GOOG
$4.36T
| $1.56M | 0.27% |
10,250
+747
| +8% | +$108K |
|
53
Nuveen ESG Large-Cap Growth ETF
NULG
$2.76B
| $1.49M | 0.26% |
19,592
+1,384
| +8% | +$100K |
|
54
iShares MSCI EAFE Value ETF
EFV
$26B
| $1.47M | 0.25% |
27,053
-523
| -2% | -$27.3K |
|
|
55
Shopify
SHOP
$163B
| $1.44M | 0.25% |
+18,697
| New | +$1.48M |
|
56
iShares MSCI KLD 400 Social ETF
DSI
$5.35B
| $1.44M | 0.25% |
14,290
+759
| +6% | +$72.6K |
|
57
Advanced Micro Devices
AMD
$894B
| $1.31M | 0.22% |
7,281
+63
| +0.9% | +$11K |
|
|
DFSI
58
Dimensional International Sustainability Core 1 ETF
DFSI
$1.11B
| $1.28M | 0.22% |
37,903
+10,667
| +39% | +$345K |
|
59
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
| $1.26M | 0.22% |
23,702
| – | – |
|
60
Uber
UBER
$147B
| $1.19M | 0.2% |
15,432
+213
| +1% | +$15.3K |
|
61
Vanguard Mid-Cap Value ETF
VOE
$23.4B
| $1.13M | 0.19% |
7,250
+240
| +3% | +$35.2K |
|
62
Eli Lilly
LLY
$1.03T
| $1.08M | 0.19% |
1,392
+96
| +7% | +$68.3K |
|
63
Johnson & Johnson
JNJ
$611B
| $1.07M | 0.18% |
6,746
+145
| +2% | +$23.1K |
|
64
Procter & Gamble
PG
$340B
| $1.05M | 0.18% |
6,487
+148
| +2% | +$23.2K |
|
65
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
| $1.02M | 0.17% |
20,174
+1,631
| +9% | +$82.7K |
|
66
iShares New York Muni Bond ETF
NYF
$1.38B
| $1.02M | 0.17% |
18,868
+2,313
| +14% | +$125K |
|
67
Home Depot
HD
$337B
| $989K | 0.17% |
2,577
+213
| +9% | +$77.8K |
|
68
Nuveen ESG Large-Cap Value ETF
NULV
$2.16B
| $972K | 0.17% |
25,006
+10,640
| +74% | +$391K |
|
69
Broadcom
AVGO
$1.85T
| $961K | 0.16% |
7,250
+1,550
| +27% | +$192K |
|
70
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
| $842K | 0.14% |
7,375
+187
| +3% | +$20.2K |
|
71
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
| $825K | 0.14% |
7,877
| – | – |
|
72
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
| $820K | 0.14% |
19,717
+3,697
| +23% | +$145K |
|
73
ExxonMobil
XOM
$601B
| $812K | 0.14% |
6,986
-17
| -0.2% | -$1.78K |
|
74
Tesla
TSLA
$1.49T
| $807K | 0.14% |
4,590
-426
| -8% | -$83.2K |
|
75
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
| $791K | 0.14% |
6,315
+179
| +3% | +$21.1K |
|
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