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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
+13.73%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$961M
AUM Growth
+$191M
(+25%)
Cap. Flow
+$106M
Cap. Flow
% of AUM
11.02%
Top 10 Holdings %
Top 10 Hldgs %
43.89%
Holding
356
New
127
Increased
144
Reduced
64
Closed
6
Top Buys
Top Sells
| 1 |
Uber
UBER
|
+$370K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$292K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$266K |
| 4 |
iShares New York Muni Bond ETF
NYF
|
+$252K |
| 5 |
Northrop Grumman
NOC
|
+$242K |
Sector Composition
| 1 | Technology | 8.91% |
| 2 | Financials | 3.21% |
| 3 | Healthcare | 2.43% |
| 4 | Consumer Discretionary | 2.22% |
| 5 | Industrials | 2.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
CSX Corp
CSX
$93B
| $820K | 0.09% |
17,252
-1,177
| -6% | -$53.1K |
|
127
IBM
IBM
$206B
| $819K | 0.09% |
2,911
+665
| +30% | +$168K |
|
128
Clean Harbors
CLH
$16.2B
| $817K | 0.09% |
+2,735
| New | +$808K |
|
129
Analog Devices
ADI
$193B
| $809K | 0.08% |
2,036
+72
| +4% | +$28.5K |
|
130
Linde
LIN
$245B
| $802K | 0.08% |
1,546
+707
| +84% | +$358K |
|
131
Royal Caribbean
RCL
$77.2B
| $798K | 0.08% |
2,513
+60
| +2% | +$16.8K |
|
132
Netflix
NFLX
$309B
| $796K | 0.08% |
11,143
-62
| -0.6% | -$5.46K |
|
133
iShares MSCI Emerging Markets ETF
EEM
$29B
| $791K | 0.08% |
11,568
-5
| -0% | -$327 |
|
134
Avantis US Large Cap Value ETF
AVLV
$17B
| $789K | 0.08% |
8,648
+4,537
| +110% | +$398K |
|
135
Cardinal Health
CAH
$54.1B
| $784K | 0.08% |
+3,300
| New | +$686K |
|
136
TSMC
TSM
$2.21T
| $784K | 0.08% |
+1,641
| New | +$666K |
|
137
Abbott
ABT
$156B
| $775K | 0.08% |
8,539
+4,737
| +125% | +$432K |
|
138
Avantis International Equity ETF
AVDE
$17.7B
| $769K | 0.08% |
8,618
+4,365
| +103% | +$391K |
|
139
iShares MSCI EAFE ETF
EFA
$77.4B
| $763K | 0.08% |
7,346
+1
| +0% | +$103 |
|
140
Palantir
PLTR
$317B
| $751K | 0.08% |
6,434
-113
| -2% | -$15.4K |
|
141
ASML
ASML
$682B
| $750K | 0.08% |
+377
| New | +$600K |
|
142
Coca-Cola
KO
$361B
| $748K | 0.08% |
9,207
+560
| +6% | +$44.2K |
|
143
CVS Health
CVS
$135B
| $734K | 0.08% |
7,093
+3,973
| +127% | +$355K |
|
144
Chubb
CB
$137B
| $733K | 0.08% |
2,151
+1,295
| +151% | +$422K |
|
145
Merck
MRK
$298B
| $728K | 0.08% |
5,669
+336
| +6% | +$39.3K |
|
146
KLA
KLAC
$302B
| $725K | 0.08% |
2,402
+112
| +5% | +$22.2K |
|
147
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.86B
| $717K | 0.07% |
9,485
| – | – |
|
148
Amphenol
APH
$194B
| $717K | 0.07% |
4,068
+231
| +6% | +$33.3K |
|
149
Union Pacific
UNP
$172B
| $708K | 0.07% |
2,603
+1,705
| +190% | +$448K |
|
150
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
| $699K | 0.07% |
13,250
-1,737
| -12% | -$91.3K |
|
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