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
$766M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.02M
3
+$2.36M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$1.99M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.96M

Top Sells

1
+$1.24M
2
+$1.13M
3
+$1.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$998K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$949K

Sector Composition

1 Technology 7.27%
2 Financials 2.54%
3 Healthcare 1.97%
4 Consumer Discretionary 1.94%
5 Communication Services 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTEB icon
76
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
$1.16M 0.15%
23,640
-8,029
ISRG icon
77
Intuitive Surgical
ISRG
$157B
$1.13M 0.15%
2,080
-54
UNH icon
78
UnitedHealth
UNH
$326B
$1.07M 0.14%
3,431
-403
AMD icon
79
Advanced Micro Devices
AMD
$387B
$1.07M 0.14%
7,541
-572
VIG icon
80
Vanguard Dividend Appreciation ETF
VIG
$98.3B
$1.06M 0.14%
5,203
JNJ icon
81
Johnson & Johnson
JNJ
$462B
$1.05M 0.14%
6,902
-2,007
XOM icon
82
Exxon Mobil
XOM
$475B
$1M 0.13%
9,314
-92
NUMV icon
83
Nuveen ESG Mid-Cap Value ETF
NUMV
$398M
$991K 0.13%
27,485
+545
IWP icon
84
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$977K 0.13%
7,046
-324
HD icon
85
Home Depot
HD
$386B
$971K 0.13%
2,648
+159
WMT icon
86
Walmart
WMT
$866B
$961K 0.12%
9,830
+103
PG icon
87
Procter & Gamble
PG
$351B
$952K 0.12%
5,977
-570
VOT icon
88
Vanguard Mid-Cap Growth ETF
VOT
$18B
$947K 0.12%
3,330
+634
AGG icon
89
iShares Core US Aggregate Bond ETF
AGG
$132B
$934K 0.12%
9,420
+1
NOW icon
90
ServiceNow
NOW
$192B
$932K 0.12%
907
-16
SHOP icon
91
Shopify
SHOP
$209B
$920K 0.12%
7,980
-5,047
BX icon
92
Blackstone
BX
$126B
$908K 0.12%
6,068
-1,148
PLTR icon
93
Palantir
PLTR
$434B
$885K 0.12%
6,493
-104
IWS icon
94
iShares Russell Mid-Cap Value ETF
IWS
$14B
$810K 0.11%
6,133
-307
FNDX icon
95
Schwab Fundamental US Large Company Index ETF
FNDX
$20.7B
$771K 0.1%
31,407
-3,504
RTX icon
96
RTX Corp
RTX
$210B
$751K 0.1%
5,144
+62
IBM icon
97
IBM
IBM
$262B
$727K 0.09%
2,467
+322
SUB icon
98
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$718K 0.09%
6,756
EFA icon
99
iShares MSCI EAFE ETF
EFA
$68B
$695K 0.09%
7,769
-553
VWO icon
100
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$687K 0.09%
13,900
2 3
4
5 6