RWP

Revolve Wealth Partners Portfolio holdings

AUM $834M
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$834M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.09M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.71M
5
TOL icon
Toll Brothers
TOL
+$1.6M

Top Sells

1
+$1.9M
2
+$813K
3
+$561K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$541K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$401K

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
IEMG icon
126
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$545K 0.07%
8,264
-440
SUB icon
127
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$542K 0.07%
5,078
-1,678
KO icon
128
Coca-Cola
KO
$291B
$533K 0.06%
8,040
-1,047
PRF icon
129
Invesco FTSE RAFI US 1000 ETF
PRF
$8.51B
$525K 0.06%
11,623
PXF icon
130
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.16B
$524K 0.06%
8,573
XSOE icon
131
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.1B
$522K 0.06%
13,765
+5,434
HON icon
132
Honeywell
HON
$129B
$496K 0.06%
2,357
-80
T icon
133
AT&T
T
$187B
$488K 0.06%
17,280
+4,393
AXP icon
134
American Express
AXP
$225B
$486K 0.06%
1,462
-31
SCHB icon
135
Schwab US Broad Market ETF
SCHB
$37B
$473K 0.06%
18,408
+13
PXH icon
136
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.64B
$463K 0.06%
18,217
ADBE icon
137
Adobe
ADBE
$138B
$462K 0.06%
1,310
-9
CRM icon
138
Salesforce
CRM
$234B
$455K 0.05%
1,918
-188
PODD icon
139
Insulet
PODD
$22.3B
$449K 0.05%
1,455
-23
QCOM icon
140
Qualcomm
QCOM
$177B
$443K 0.05%
2,660
-84
IWV icon
141
iShares Russell 3000 ETF
IWV
$17B
$420K 0.05%
1,110
+2
PM icon
142
Philip Morris
PM
$243B
$413K 0.05%
2,548
-21
COF icon
143
Capital One
COF
$130B
$413K 0.05%
1,944
+171
DXCM icon
144
DexCom
DXCM
$26B
$405K 0.05%
6,024
+38
CRWD icon
145
CrowdStrike
CRWD
$121B
$404K 0.05%
824
-28
MRK icon
146
Merck
MRK
$210B
$398K 0.05%
4,737
+95
GILD icon
147
Gilead Sciences
GILD
$146B
$396K 0.05%
3,569
-26
WFC icon
148
Wells Fargo
WFC
$269B
$396K 0.05%
4,722
+105
IUSG icon
149
iShares Core S&P US Growth ETF
IUSG
$25.4B
$396K 0.05%
2,405
+298
OKE icon
150
Oneok
OKE
$42.3B
$393K 0.05%
5,385
-32
4 5
6
7 8