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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
-4.93%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$346M
AUM Growth
-$993K
Cap. Flow
+$17M
Cap. Flow %
4.92%
Top 10 Hldgs %
51.87%
Holding
158
New
9
Increased
82
Reduced
50
Closed
11

Top Buys

1
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$8.26M
2
HYD icon
VanEck High Yield Muni ETF
HYD
+$3.75M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$2.9M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.63M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.35M

Top Sells

1
AMGN icon
Amgen
AMGN
+$2.23M
2
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.69M
3
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.37M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.25M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$781K

Sector Composition

1 Technology 6.82%
2 Consumer Discretionary 4.03%
3 Healthcare 3.67%
4 Financials 2.75%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDY icon
101
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$307K 0.09%
2,398
– –
ALGN icon
102
Align Technology
ALGN
$12.8B
$295K 0.09%
677
+4
+0.6% +$1.95K
HE icon
103
Hawaiian Electric Industries
HE
$2.33B
$289K 0.08%
6,819
– –
NULG icon
104
Nuveen ESG Large-Cap Growth ETF
NULG
$2.76B
$286K 0.08%
4,714
+211
+5% +$12.6K
PEP icon
105
PepsiCo
PEP
$185B
$286K 0.08%
1,709
+166
+11% +$27.9K
TSCO icon
106
Tractor Supply
TSCO
$16B
$286K 0.08%
6,135
-35
-0.6% -$1.55K
CMG icon
107
Chipotle Mexican Grill
CMG
$46.7B
$285K 0.08%
9,000
+600
+7% +$18.1K
VTEB icon
108
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$278K 0.08%
5,396
-2,069
-28% -$110K
XYZ
109
Block Inc
XYZ
$47.6B
$277K 0.08%
2,044
+57
+3% +$6.9K
GM icon
110
General Motors
GM
$69.3B
$269K 0.08%
6,154
+910
+17% +$45.4K
ED icon
111
Consolidated Edison
ED
$41.3B
$268K 0.08%
2,834
-29
-1% -$2.5K
MELI icon
112
Mercado Libre
MELI
$95B
$263K 0.08%
221
+1
+0.5% +$1.09K
XLE icon
113
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$259K 0.07%
+6,788
New +$235K
C icon
114
Citigroup
C
$227B
$257K 0.07%
4,821
+331
+7% +$20.4K
WMT icon
115
Walmart Inc
WMT
$905B
$256K 0.07%
5,160
+111
+2% +$5.21K
BSJN
116
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
$256K 0.07%
10,460
-403
-4% -$9.97K
INTC icon
117
Intel
INTC
$541B
$249K 0.07%
5,032
-2,007
-29% -$99.5K
SAFE
118
DELISTED
Safehold Inc.
SAFE
$246K 0.07%
4,444
-657
-13% -$40.7K
EMR icon
119
Emerson Electric
EMR
$76.2B
$245K 0.07%
2,494
+95
+4% +$8.99K
NUMG icon
120
Nuveen ESG Mid-Cap Growth ETF
NUMG
$358M
$245K 0.07%
5,585
+269
+5% +$11.6K
VCSH icon
121
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$241K 0.07%
+3,085
New +$245K
BSCO
122
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$241K 0.07%
11,430
-651
-5% -$13.9K
VWO icon
123
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$240K 0.07%
5,212
+134
+3% +$6.45K
BSCP
124
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$238K 0.07%
11,391
-697
-6% -$14.9K
IJK icon
125
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$238K 0.07%
3,080
-168
-5% -$13K
3 4
5
6 7

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