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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
+6.55%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$834M
AUM Growth
+$67.8M
(+8.9%)
Cap. Flow
+$21.2M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
47.87%
Holding
246
New
20
Increased
112
Reduced
85
Closed
14
Top Buys
| 1 |
VanEck High Yield Muni ETF
HYD
|
+$4.48M |
| 2 |
AAUS
Alpha Architect US Equity ETF
AAUS
|
+$2.01M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$2M |
| 4 |
Apple
AAPL
|
+$1.52M |
| 5 |
Toll Brothers
TOL
|
+$1.51M |
Top Sells
| 1 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.86M |
| 2 |
Tesla
TSLA
|
+$634K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$534K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$521K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $753K | 0.09% |
13,900
| – | – |
|
102
iShares MSCI EAFE ETF
EFA
$77.3B
| $725K | 0.09% |
7,769
| – | – |
|
103
iShares Russell Mid-Cap ETF
IWR
$56.9B
| $697K | 0.08% |
7,217
+3,857
| +115% | +$366K |
|
104
GE Aerospace
GE
$372B
| $695K | 0.08% |
2,310
+30
| +1% | +$8.2K |
|
105
Chevron
CVX
$362B
| $693K | 0.08% |
4,462
+1,651
| +59% | +$256K |
|
106
Applovin
APP
$153B
| $686K | 0.08% |
955
+34
| +4% | +$15.7K |
|
107
Grayscale Bitcoin Trust
GBTC
$9.61B
| $686K | 0.08% |
7,642
+4,854
| +174% | +$437K |
|
108
CSX Corp
CSX
$93.1B
| $683K | 0.08% |
19,222
+191
| +1% | +$6.52K |
|
109
IBM
IBM
$204B
| $677K | 0.08% |
2,400
-67
| -3% | -$17.5K |
|
110
Goldman Sachs
GS
$333B
| $659K | 0.08% |
828
+38
| +5% | +$28.2K |
|
111
Micron Technology
MU
$1.09T
| $657K | 0.08% |
3,926
+147
| +4% | +$18.8K |
|
112
Abbott
ABT
$156B
| $638K | 0.08% |
4,765
+2,021
| +74% | +$265K |
|
113
iShares MSCI Emerging Markets ETF
EEM
$29B
| $633K | 0.08% |
11,856
| – | – |
|
114
McDonald's
MCD
$193B
| $628K | 0.08% |
2,067
+5
| +0.2% | +$1.52K |
|
115
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
| $612K | 0.07% |
14,239
| – | – |
|
116
Cisco
CSCO
$467B
| $610K | 0.07% |
8,911
-296
| -3% | -$20.2K |
|
117
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
| $608K | 0.07% |
10,630
| – | – |
|
118
Intuit
INTU
$77.4B
| $596K | 0.07% |
873
+14
| +2% | +$10.1K |
|
119
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.79B
| $590K | 0.07% |
12,997
| – | – |
|
120
iShares Russell Top 200 Growth ETF
IWY
$16.8B
| $582K | 0.07% |
2,126
| – | – |
|
|
SCHV
121
Schwab US Large-Cap Value ETF
SCHV
$15.7B
| $580K | 0.07% |
19,925
-840
| -4% | -$23.9K |
|
122
Idexx Laboratories
IDXX
$43.3B
| $557K | 0.07% |
872
+8
| +0.9% | +$4.86K |
|
123
Analog Devices
ADI
$193B
| $553K | 0.07% |
2,252
+40
| +2% | +$9.62K |
|
124
Walt Disney
DIS
$166B
| $552K | 0.07% |
4,819
+61
| +1% | +$7.18K |
|
125
Air Products & Chemicals
APD
$67.8B
| $549K | 0.07% |
2,014
-34
| -2% | -$9.84K |
|
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