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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
+7%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$349M
AUM Growth
+$50.2M
(+17%)
Cap. Flow
+$33M
Cap. Flow
% of AUM
9.44%
Top 10 Holdings %
Top 10 Hldgs %
49.03%
Holding
156
New
26
Increased
57
Reduced
56
Closed
13
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$8.41M |
| 2 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$4.01M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$3.32M |
| 4 |
Alpha Architect US Quantitative Momentum ETF
QMOM
|
+$3.03M |
| 5 |
Cambria Shareholder Yield ETF
SYLD
|
+$2.85M |
Top Sells
| 1 |
VanEck High Yield Muni ETF
HYD
|
+$2.01M |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$1.83M |
| 3 |
Everest Group
EG
|
+$796K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$728K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$721K |
Sector Composition
| 1 | Technology | 5.05% |
| 2 | Healthcare | 3.77% |
| 3 | Financials | 2.2% |
| 4 | Consumer Discretionary | 1.96% |
| 5 | Consumer Staples | 1.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Advanced Micro Devices
AMD
$900B
| $493K | 0.14% |
7,609
+256
| +3% | +$16.9K |
|
|
BSCO
77
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
| $485K | 0.14% |
+23,661
| New | +$483K |
|
78
McDonald's
MCD
$193B
| $482K | 0.14% |
1,830
-253
| -12% | -$66.7K |
|
79
AbbVie
ABBV
$432B
| $476K | 0.14% |
2,948
+336
| +13% | +$51.5K |
|
80
Blackstone
BX
$152B
| $467K | 0.13% |
6,293
+363
| +6% | +$31.3K |
|
81
Vanguard Mid-Cap Growth ETF
VOT
$19.6B
| $456K | 0.13% |
2,534
-180
| -7% | -$32.6K |
|
82
Adobe
ADBE
$88.5B
| $450K | 0.13% |
1,338
+56
| +4% | +$17.9K |
|
83
ServiceNow
NOW
$110B
| $439K | 0.13% |
5,655
-610
| -10% | -$47.7K |
|
84
Merck
MRK
$298B
| $433K | 0.12% |
3,900
+738
| +23% | +$75.4K |
|
85
Vanguard Total Bond Market
BND
$158B
| $432K | 0.12% |
6,010
+2,178
| +57% | +$156K |
|
86
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.11B
| $429K | 0.12% |
16,075
+4,868
| +43% | +$126K |
|
87
CVS Health
CVS
$135B
| $423K | 0.12% |
4,542
-637
| -12% | -$61.5K |
|
88
Walmart Inc
WMT
$917B
| $401K | 0.11% |
8,493
+837
| +11% | +$39.7K |
|
89
Bank of America
BAC
$432B
| $399K | 0.11% |
12,034
+3,130
| +35% | +$108K |
|
90
PepsiCo
PEP
$187B
| $395K | 0.11% |
2,184
+131
| +6% | +$23.4K |
|
91
Walt Disney
DIS
$166B
| $387K | 0.11% |
4,456
-876
| -16% | -$83.8K |
|
92
Eli Lilly
LLY
$1.03T
| $375K | 0.11% |
1,025
+151
| +17% | +$53.5K |
|
93
Schwab US Broad Market ETF
SCHB
$43.4B
| $369K | 0.11% |
24,708
+1,284
| +5% | +$19.3K |
|
94
Duke Energy
DUK
$99.1B
| $369K | 0.11% |
3,580
-516
| -13% | -$49.5K |
|
95
Uber
UBER
$148B
| $354K | 0.1% |
+14,316
| New | +$392K |
|
96
Nuveen ESG Mid-Cap Growth ETF
NUMG
$360M
| $346K | 0.1% |
9,842
+492
| +5% | +$17.1K |
|
97
State Street SPDR S&P Dividend ETF
SDY
$21.5B
| $343K | 0.1% |
2,740
| – | – |
|
|
BSJN
98
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
| $331K | 0.09% |
+14,179
| New | +$330K |
|
99
iShares Core S&P US Growth ETF
IUSG
$32.2B
| $328K | 0.09% |
+4,027
| New | +$337K |
|
100
Comcast
CMCSA
$84.5B
| $321K | 0.09% |
+9,170
| New | +$303K |
|
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