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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
+6.8%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$347M
AUM Growth
–
Cap. Flow
+$341M
Cap. Flow %
98.35%
Top 10 Hldgs %
50.48%
Holding
149
New
149
Increased
–
Reduced
–
Closed
–

Top Buys

1
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$34M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$28.1M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$17.3M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$15.1M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.04%
2 Healthcare 4.77%
3 Consumer Discretionary 4.2%
4 Financials 2.62%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSCM
126
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
$248K 0.07%
+11,617
New +$249K
MRK icon
127
Merck
MRK
$298B
$245K 0.07%
+3,194
New +$254K
ED icon
128
Consolidated Edison
ED
$41.3B
$244K 0.07%
+2,863
New +$225K
WMT icon
129
Walmart Inc
WMT
$905B
$244K 0.07%
+5,049
New +$241K
LBTYK icon
130
Liberty Global Class C
LBTYK
$3.51B
$238K 0.07%
+8,469
New +$242K
BND icon
131
Vanguard Total Bond Market
BND
$158B
$237K 0.07%
+2,801
New +$239K
BSMO
132
DELISTED
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
$237K 0.07%
+9,209
New +$237K
GILD icon
133
Gilead Sciences
GILD
$161B
$229K 0.07%
+3,156
New +$217K
BSJM
134
DELISTED
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
$227K 0.07%
+9,778
New +$227K
LEN icon
135
Lennar Class A
LEN
$20.2B
$226K 0.07%
+2,013
New +$206K
EMR icon
136
Emerson Electric
EMR
$76.2B
$223K 0.06%
+2,399
New +$226K
MGA icon
137
Magna International
MGA
$17.6B
$222K 0.06%
+2,743
New +$223K
PODD icon
138
Insulet
PODD
$11B
$220K 0.06%
+825
New +$239K
VOOG icon
139
Vanguard S&P 500 Growth ETF
VOOG
$26.4B
$220K 0.06%
+4,380
New +$212K
NOVT icon
140
Novanta
NOVT
$5.22B
$215K 0.06%
+1,217
New +$203K
WM icon
141
Waste Management
WM
$94.1B
$215K 0.06%
+1,288
New +$207K
FDN icon
142
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.16B
$213K 0.06%
+944
New +$224K
BMY icon
143
Bristol-Myers Squibb
BMY
$116B
$208K 0.06%
+3,337
New +$196K
TMO icon
144
Thermo Fisher Scientific
TMO
$198B
$205K 0.06%
+307
New +$192K
DWX icon
145
State Street SPDR S&P International Dividend ETF
DWX
$519M
$203K 0.06%
+5,217
New +$201K
NEWR
146
DELISTED
New Relic, Inc.
NEWR
$200K 0.06%
+1,815
New +$175K
LUMN icon
147
Lumen
LUMN
$6.56B
$194K 0.06%
+15,489
New +$197K
DHF
148
BNY Mellon High Yield Strategies Fund
DHF
$175M
$34K 0.01%
+11,093
New +$35.6K
GTE icon
149
Gran Tierra Energy
GTE
$232M
$10K ﹤0.01%
+1,329
New +$10.8K
2 3 4 5
6

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