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
$834M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.09M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.71M
5
TOL icon
Toll Brothers
TOL
+$1.6M

Top Sells

1
+$1.9M
2
+$813K
3
+$561K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$541K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$401K

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
VWO icon
101
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$753K 0.09%
13,900
EFA icon
102
iShares MSCI EAFE ETF
EFA
$68.7B
$725K 0.09%
7,769
IWR icon
103
iShares Russell Mid-Cap ETF
IWR
$45.7B
$697K 0.08%
7,217
+3,857
GE icon
104
GE Aerospace
GE
$315B
$695K 0.08%
2,310
+30
CVX icon
105
Chevron
CVX
$302B
$693K 0.08%
4,462
+1,651
APP icon
106
Applovin
APP
$203B
$686K 0.08%
955
+34
GBTC icon
107
Grayscale Bitcoin Trust
GBTC
$36.3B
$686K 0.08%
7,642
+4,854
CSX icon
108
CSX Corp
CSX
$65.8B
$683K 0.08%
19,222
+191
IBM icon
109
IBM
IBM
$288B
$677K 0.08%
2,400
-67
GS icon
110
Goldman Sachs
GS
$248B
$659K 0.08%
828
+38
MU icon
111
Micron Technology
MU
$266B
$657K 0.08%
3,926
+147
ABT icon
112
Abbott
ABT
$224B
$638K 0.08%
4,765
+2,021
EEM icon
113
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$633K 0.08%
11,856
MCD icon
114
McDonald's
MCD
$222B
$628K 0.08%
2,067
+5
FNDF icon
115
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$612K 0.07%
14,239
CSCO icon
116
Cisco
CSCO
$304B
$610K 0.07%
8,911
-296
SPMD icon
117
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.8B
$608K 0.07%
10,630
INTU icon
118
Intuit
INTU
$176B
$596K 0.07%
873
+14
PRFZ icon
119
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.61B
$590K 0.07%
12,997
IWY icon
120
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$582K 0.07%
2,126
SCHV icon
121
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$580K 0.07%
19,925
-840
IDXX icon
122
Idexx Laboratories
IDXX
$60.1B
$557K 0.07%
872
+8
ADI icon
123
Analog Devices
ADI
$130B
$553K 0.07%
2,252
+40
DIS icon
124
Walt Disney
DIS
$187B
$552K 0.07%
4,819
+61
APD icon
125
Air Products & Chemicals
APD
$58.1B
$549K 0.07%
2,014
-34
3 4
5
6 7