RWP

Revolve Wealth Partners Portfolio holdings

AUM $851M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$834M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.01M
3
+$2M
4
AAPL icon
Apple
AAPL
+$1.52M
5
TOL icon
Toll Brothers
TOL
+$1.51M

Top Sells

1
+$1.86M
2
+$634K
3
+$534K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$521K
5
DLN icon
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
UNH icon
76
UnitedHealth
UNH
$238B
$1.24M 0.15%
3,584
+153
PLTR icon
77
Palantir
PLTR
$329B
$1.2M 0.14%
6,592
+99
NUMG icon
78
Nuveen ESG Mid-Cap Growth ETF
NUMG
$320M
$1.2M 0.14%
24,565
+83
APH icon
79
Amphenol
APH
$146B
$1.17M 0.14%
9,443
-2,674
VTEB icon
80
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.1B
$1.13M 0.14%
22,503
-1,137
COST icon
81
Costco
COST
$442B
$1.12M 0.13%
1,207
-13
VIG icon
82
Vanguard Dividend Appreciation ETF
VIG
$97.1B
$1.12M 0.13%
5,169
-34
HD icon
83
Home Depot
HD
$322B
$1.1M 0.13%
2,716
+68
LLY icon
84
Eli Lilly
LLY
$792B
$1.1M 0.13%
1,438
-92
NUMV icon
85
Nuveen ESG Mid-Cap Value ETF
NUMV
$398M
$1.07M 0.13%
27,764
+279
IWP icon
86
iShares Russell Mid-Cap Growth ETF
IWP
$18.2B
$1.05M 0.13%
7,370
+324
WMT icon
87
Walmart Inc
WMT
$985B
$1.02M 0.12%
9,926
+96
UBER icon
88
Uber
UBER
$142B
$1.02M 0.12%
10,406
-2,127
BX icon
89
Blackstone
BX
$86.7B
$998K 0.12%
5,844
-224
SHOP icon
90
Shopify
SHOP
$146B
$998K 0.12%
6,716
-1,264
AGG icon
91
iShares Core US Aggregate Bond ETF
AGG
$139B
$965K 0.12%
9,624
+204
LEN icon
92
Lennar Class A
LEN
$21B
$939K 0.11%
+7,448
PG icon
93
Procter & Gamble
PG
$336B
$904K 0.11%
5,882
-95
IWS icon
94
iShares Russell Mid-Cap Value ETF
IWS
$14B
$899K 0.11%
6,440
+307
VOT icon
95
Vanguard Mid-Cap Growth ETF
VOT
$16B
$899K 0.11%
3,060
-270
ISRG icon
96
Intuitive Surgical
ISRG
$161B
$872K 0.1%
1,949
-131
RTX icon
97
RTX Corp
RTX
$252B
$844K 0.1%
5,045
-99
NOW icon
98
ServiceNow
NOW
$110B
$825K 0.1%
4,480
-55
FNDX icon
99
Schwab Fundamental US Large Company Index ETF
FNDX
$23.3B
$823K 0.1%
31,307
-100
BAC icon
100
Bank of America
BAC
$337B
$760K 0.09%
14,731
+1,098
2 3
4
5 6