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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
+6.8%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$347M
AUM Growth
–
Cap. Flow
+$341M
Cap. Flow %
98.35%
Top 10 Hldgs %
50.48%
Holding
149
New
149
Increased
–
Reduced
–
Closed
–

Top Buys

1
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$34M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$28.1M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$17.3M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$15.1M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.04%
2 Healthcare 4.77%
3 Consumer Discretionary 4.2%
4 Financials 2.62%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
101
Qualcomm
QCOM
$188B
$332K 0.1%
+1,813
New +$290K
BERY
102
DELISTED
Berry Global Group, Inc.
BERY
$327K 0.09%
+4,820
New +$298K
XYZ
103
Block Inc
XYZ
$47.6B
$321K 0.09%
+1,987
New +$431K
SDY icon
104
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$310K 0.09%
+2,398
New +$298K
NULG icon
105
Nuveen ESG Large-Cap Growth ETF
NULG
$2.76B
$309K 0.09%
+4,503
New +$316K
GM icon
106
General Motors
GM
$69.3B
$307K 0.09%
+5,244
New +$306K
XOM icon
107
ExxonMobil
XOM
$601B
$305K 0.09%
+4,988
New +$312K
MELI icon
108
Mercado Libre
MELI
$95B
$297K 0.09%
+220
New +$309K
CMG icon
109
Chipotle Mexican Grill
CMG
$46.7B
$294K 0.08%
+8,400
New +$296K
TSCO icon
110
Tractor Supply
TSCO
$16B
$294K 0.08%
+6,170
New +$270K
HE icon
111
Hawaiian Electric Industries
HE
$2.33B
$283K 0.08%
+6,819
New +$277K
IJK icon
112
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$277K 0.08%
+3,248
New +$272K
BSJN
113
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
$275K 0.08%
+10,863
New +$274K
IYW icon
114
iShares US Technology ETF
IYW
$24.9B
$274K 0.08%
+2,383
New +$265K
C icon
115
Citigroup
C
$227B
$271K 0.08%
+4,490
New +$299K
PEP icon
116
PepsiCo
PEP
$185B
$268K 0.08%
+1,543
New +$252K
BSCP
117
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$265K 0.08%
+12,088
New +$266K
ZTS icon
118
Zoetis
ZTS
$31.1B
$265K 0.08%
+1,085
New +$238K
ABBV icon
119
AbbVie
ABBV
$432B
$264K 0.08%
+1,952
New +$231K
BSCO
120
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$264K 0.08%
+12,081
New +$265K
NUMG icon
121
Nuveen ESG Mid-Cap Growth ETF
NUMG
$358M
$262K 0.08%
+5,316
New +$294K
BSCN
122
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
$258K 0.07%
+12,021
New +$259K
ASML icon
123
ASML
ASML
$684B
$252K 0.07%
+316
New +$251K
T icon
124
AT&T
T
$148B
$252K 0.07%
+13,537
New +$253K
VWO icon
125
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$251K 0.07%
+5,078
New +$256K
2 3 4
5
6

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