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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
+1.22%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$607M
AUM Growth
+$21.3M
(+3.6%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
51.27%
Holding
187
New
6
Increased
63
Reduced
94
Closed
11
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$2.65M |
| 2 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$2.58M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$1.62M |
| 4 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.48M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.45M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$383K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$382K |
| 3 |
Apple
AAPL
|
+$380K |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$291K |
| 5 |
Veeva Systems
VEEV
|
+$245K |
Sector Composition
| 1 | Technology | 7.16% |
| 2 | Healthcare | 2.1% |
| 3 | Consumer Discretionary | 1.91% |
| 4 | Financials | 1.83% |
| 5 | Communication Services | 1.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Coca-Cola
KO
$363B
| $520K | 0.09% |
8,171
+466
| +6% | +$28.8K |
|
102
Airbnb
ABNB
$86.6B
| $515K | 0.08% |
3,398
+274
| +9% | +$41.9K |
|
103
Air Products & Chemicals
APD
$67.6B
| $512K | 0.08% |
1,983
-54
| -3% | -$13.7K |
|
104
Chevron
CVX
$364B
| $510K | 0.08% |
3,263
+59
| +2% | +$9.41K |
|
105
Intuitive Surgical
ISRG
$139B
| $503K | 0.08% |
1,131
-21
| -2% | -$8.36K |
|
106
Walt Disney
DIS
$167B
| $491K | 0.08% |
4,943
-12
| -0.2% | -$1.29K |
|
107
McDonald's
MCD
$194B
| $474K | 0.08% |
1,859
-40
| -2% | -$10.6K |
|
108
Qualcomm
QCOM
$198B
| $468K | 0.08% |
2,352
+47
| +2% | +$8.88K |
|
109
Salesforce
CRM
$134B
| $465K | 0.08% |
1,810
-88
| -5% | -$23.5K |
|
110
iShares Russell Top 200 Growth ETF
IWY
$16.7B
| $456K | 0.08% |
2,126
| – | – |
|
111
Schwab US Broad Market ETF
SCHB
$43.4B
| $455K | 0.08% |
21,720
-3
| -0% | -$61 |
|
|
BSCP
112
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| $439K | 0.07% |
21,472
| – | – |
|
113
CSX Corp
CSX
$93.3B
| $427K | 0.07% |
12,780
-80
| -0.6% | -$2.72K |
|
114
Pfizer
PFE
$138B
| $426K | 0.07% |
15,218
-2,727
| -15% | -$75.1K |
|
115
Grayscale Bitcoin Trust
GBTC
$9.6B
| $407K | 0.07% |
+8,460
| New | +$446K |
|
116
Waste Management
WM
$93.6B
| $396K | 0.07% |
1,857
-3
| -0.2% | -$624 |
|
117
Vertex Pharmaceuticals
VRTX
$120B
| $374K | 0.06% |
798
-2
| -0.3% | -$868 |
|
118
Glacier Bancorp
GBCI
$6.72B
| $370K | 0.06% |
+9,915
| New | +$368K |
|
119
State Street SPDR S&P Dividend ETF
SDY
$21.7B
| $363K | 0.06% |
2,856
| – | – |
|
120
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
| $363K | 0.06% |
12,273
-189
| -2% | -$5.49K |
|
121
Comcast
CMCSA
$84.6B
| $361K | 0.06% |
9,217
-290
| -3% | -$11.3K |
|
122
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.11B
| $361K | 0.06% |
11,782
-405
| -3% | -$12.2K |
|
123
PepsiCo
PEP
$188B
| $346K | 0.06% |
2,095
+68
| +3% | +$11.7K |
|
124
iShares Russell 3000 ETF
IWV
$19.8B
| $341K | 0.06% |
1,106
| – | – |
|
125
Goldman Sachs
GS
$321B
| $324K | 0.05% |
717
+2
| +0.3% | +$878 |
|
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