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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
-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
(+0.88%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
4.52%
Top 10 Holdings %
Top 10 Hldgs %
50.31%
Holding
157
New
11
Increased
84
Reduced
38
Closed
12
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
+$1.14M |
| 2 |
VanEck High Yield Muni ETF
HYD
|
+$1.11M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.02M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$811K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Chevron
CVX
$361B
| $629K | 0.15% |
3,730
+299
| +9% | +$48.3K |
|
77
Air Products & Chemicals
APD
$67.8B
| $602K | 0.14% |
+2,125
| New | +$623K |
|
|
DFSV
78
Dimensional US Small Cap Value ETF
DFSV
$7.97B
| $562K | 0.13% |
22,170
| – | – |
|
79
ServiceNow
NOW
$110B
| $561K | 0.13% |
5,015
-20
| -0.4% | -$2.28K |
|
80
iShares Core US Aggregate Bond ETF
AGG
$138B
| $537K | 0.12% |
5,715
+629
| +12% | +$60.6K |
|
81
Blackstone
BX
$152B
| $520K | 0.12% |
4,852
+66
| +1% | +$6.87K |
|
82
iShares MSCI Emerging Markets ETF
EEM
$29B
| $513K | 0.12% |
13,509
| – | – |
|
83
Merck
MRK
$298B
| $506K | 0.12% |
4,913
+1,200
| +32% | +$129K |
|
|
SCHV
84
Schwab US Large-Cap Value ETF
SCHV
$15.7B
| $503K | 0.12% |
23,400
-69
| -0.3% | -$1.55K |
|
85
McDonald's
MCD
$193B
| $498K | 0.12% |
1,891
-65
| -3% | -$18.5K |
|
86
Vanguard Mid-Cap Growth ETF
VOT
$19.6B
| $484K | 0.11% |
2,485
+6
| +0.2% | +$1.23K |
|
87
Walmart Inc
WMT
$917B
| $481K | 0.11% |
9,018
+1,800
| +25% | +$95.8K |
|
88
Costco
COST
$411B
| $467K | 0.11% |
827
+44
| +6% | +$24.3K |
|
89
AbbVie
ABBV
$432B
| $455K | 0.11% |
3,052
+254
| +9% | +$37.3K |
|
90
Nuveen ESG Mid-Cap Growth ETF
NUMG
$360M
| $445K | 0.1% |
12,137
+1,108
| +10% | +$42.9K |
|
91
Broadcom
AVGO
$1.88T
| $440K | 0.1% |
5,300
+30
| +0.6% | +$2.6K |
|
92
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.11B
| $439K | 0.1% |
16,468
-602
| -4% | -$16.9K |
|
93
Micron Technology
MU
$1.09T
| $438K | 0.1% |
6,431
+83
| +1% | +$5.56K |
|
|
BSCP
94
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| $432K | 0.1% |
21,472
| – | – |
|
95
Comcast
CMCSA
$84.5B
| $415K | 0.1% |
9,364
+1,269
| +16% | +$56.7K |
|
96
Coca-Cola
KO
$362B
| $411K | 0.1% |
7,336
+96
| +1% | +$5.76K |
|
97
Kenvue
KVUE
$36.3B
| $391K | 0.09% |
+19,458
| New | +$450K |
|
98
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
| $386K | 0.09% |
5,581
-267
| -5% | -$19.2K |
|
99
Salesforce
CRM
$138B
| $368K | 0.09% |
1,816
+28
| +2% | +$6.05K |
|
100
Schwab US Broad Market ETF
SCHB
$43.4B
| $366K | 0.08% |
22,011
-483
| -2% | -$8.36K |
|
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