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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
+6.55%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$834M
AUM Growth
+$67.8M
(+8.9%)
Cap. Flow
+$21.2M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
47.87%
Holding
246
New
20
Increased
112
Reduced
85
Closed
14
Top Buys
| 1 |
VanEck High Yield Muni ETF
HYD
|
+$4.48M |
| 2 |
AAUS
Alpha Architect US Equity ETF
AAUS
|
+$2.01M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$2M |
| 4 |
Apple
AAPL
|
+$1.52M |
| 5 |
Toll Brothers
TOL
|
+$1.51M |
Top Sells
| 1 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.86M |
| 2 |
Tesla
TSLA
|
+$634K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$534K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$521K |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$389K |
Sector Composition
| 1 | Technology | 7.89% |
| 2 | Financials | 2.5% |
| 3 | Consumer Discretionary | 2.3% |
| 4 | Communication Services | 2.1% |
| 5 | Healthcare | 1.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
UnitedHealth
UNH
$385B
| $1.24M | 0.15% |
3,584
+153
| +4% | +$46.3K |
|
77
Palantir
PLTR
$319B
| $1.2M | 0.14% |
6,592
+99
| +2% | +$16K |
|
78
Nuveen ESG Mid-Cap Growth ETF
NUMG
$360M
| $1.2M | 0.14% |
24,565
+83
| +0.3% | +$4.03K |
|
79
Amphenol
APH
$195B
| $1.17M | 0.14% |
9,443
-2,674
| -22% | -$293K |
|
80
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
| $1.13M | 0.14% |
22,503
-1,137
| -5% | -$55.9K |
|
81
Costco
COST
$411B
| $1.12M | 0.13% |
1,207
-13
| -1% | -$12.5K |
|
82
Vanguard Dividend Appreciation ETF
VIG
$111B
| $1.12M | 0.13% |
5,169
-34
| -0.7% | -$7.14K |
|
83
Home Depot
HD
$337B
| $1.1M | 0.13% |
2,716
+68
| +3% | +$26.7K |
|
84
Eli Lilly
LLY
$1.03T
| $1.1M | 0.13% |
1,438
-92
| -6% | -$68.5K |
|
85
Nuveen ESG Mid-Cap Value ETF
NUMV
$446M
| $1.07M | 0.13% |
27,764
+279
| +1% | +$10.5K |
|
86
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
| $1.05M | 0.13% |
7,370
+324
| +5% | +$45.8K |
|
87
Walmart Inc
WMT
$917B
| $1.02M | 0.12% |
9,926
+96
| +1% | +$9.56K |
|
88
Uber
UBER
$148B
| $1.02M | 0.12% |
10,406
-2,127
| -17% | -$199K |
|
89
Blackstone
BX
$152B
| $998K | 0.12% |
5,844
-224
| -4% | -$38.4K |
|
90
Shopify
SHOP
$162B
| $998K | 0.12% |
6,716
-1,264
| -16% | -$171K |
|
91
iShares Core US Aggregate Bond ETF
AGG
$138B
| $965K | 0.12% |
9,624
+204
| +2% | +$20.2K |
|
92
Lennar Class A
LEN
$19.9B
| $939K | 0.11% |
+7,448
| New | +$924K |
|
93
Procter & Gamble
PG
$340B
| $904K | 0.11% |
5,882
-95
| -2% | -$14.8K |
|
94
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
| $899K | 0.11% |
6,440
+307
| +5% | +$42K |
|
95
Vanguard Mid-Cap Growth ETF
VOT
$19.6B
| $899K | 0.11% |
3,060
-270
| -8% | -$77.9K |
|
96
Intuitive Surgical
ISRG
$138B
| $872K | 0.1% |
1,949
-131
| -6% | -$62.9K |
|
97
RTX Corp
RTX
$266B
| $844K | 0.1% |
5,045
-99
| -2% | -$15.4K |
|
98
ServiceNow
NOW
$110B
| $825K | 0.1% |
4,480
-55
| -1% | -$10.3K |
|
99
Schwab Fundamental US Large Company Index ETF
FNDX
$26.3B
| $823K | 0.1% |
31,307
-100
| -0.3% | -$2.54K |
|
100
Bank of America
BAC
$432B
| $760K | 0.09% |
14,731
+1,098
| +8% | +$53.6K |
|
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