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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
-4.93%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$346M
AUM Growth
-$993K
Cap. Flow
+$17M
Cap. Flow %
4.92%
Top 10 Hldgs %
51.87%
Holding
158
New
9
Increased
82
Reduced
50
Closed
11

Top Buys

1
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$8.26M
2
HYD icon
VanEck High Yield Muni ETF
HYD
+$3.75M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$2.9M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.63M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.35M

Top Sells

1
AMGN icon
Amgen
AMGN
+$2.23M
2
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.69M
3
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.37M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.25M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$781K

Sector Composition

1 Technology 6.82%
2 Consumer Discretionary 4.03%
3 Healthcare 3.67%
4 Financials 2.75%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSCN
126
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
$237K 0.07%
11,214
-807
-7% -$17.2K
VOD icon
127
Vodafone
VOD
$35.8B
$236K 0.07%
+14,178
New +$242K
GD icon
128
General Dynamics
GD
$99.9B
$231K 0.07%
+956
New +$212K
T icon
129
AT&T
T
$148B
$231K 0.07%
12,941
-596
-4% -$11K
BSCM
130
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
$230K 0.07%
10,816
-801
-7% -$17.1K
COST icon
131
Costco
COST
$409B
$229K 0.07%
+397
New +$208K
LBTYK icon
132
Liberty Global Class C
LBTYK
$3.51B
$229K 0.07%
8,824
+355
+4% +$9.49K
PODD icon
133
Insulet
PODD
$11B
$218K 0.06%
819
-6
-0.7% -$1.47K
MGA icon
134
Magna International
MGA
$17.6B
$217K 0.06%
3,379
+636
+23% +$47.1K
ZTS icon
135
Zoetis
ZTS
$31.1B
$217K 0.06%
1,153
+68
+6% +$13.4K
BMY icon
136
Bristol-Myers Squibb
BMY
$116B
$215K 0.06%
2,950
-387
-12% -$26K
ASML icon
137
ASML
ASML
$684B
$213K 0.06%
319
+3
+0.9% +$2.01K
CSCO icon
138
Cisco
CSCO
$462B
$211K 0.06%
+3,781
New +$214K
PLD icon
139
Prologis
PLD
$133B
$209K 0.06%
+1,297
New +$198K
BSJM
140
DELISTED
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
$208K 0.06%
9,082
-696
-7% -$16K
WM icon
141
Waste Management
WM
$94.1B
$207K 0.06%
1,304
+16
+1% +$2.43K
IYW icon
142
iShares US Technology ETF
IYW
$24.9B
$203K 0.06%
1,972
-411
-17% -$42K
LLY icon
143
Eli Lilly
LLY
$1.03T
$203K 0.06%
+710
New +$183K
DWX icon
144
State Street SPDR S&P International Dividend ETF
DWX
$519M
$202K 0.06%
5,217
– –
VOOG icon
145
Vanguard S&P 500 Growth ETF
VOOG
$26.4B
$201K 0.06%
4,380
– –
LUMN icon
146
Lumen
LUMN
$6.56B
$197K 0.06%
17,479
+1,990
+13% +$22.8K
GTE icon
147
Gran Tierra Energy
GTE
$232M
$21K 0.01%
1,329
– –
BURL icon
148
Burlington
BURL
$21B
– –
-1,189
Closed -$347K
DHF
149
BNY Mellon High Yield Strategies Fund
DHF
$175M
– –
-11,093
Closed -$34K
FDN icon
150
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.16B
– –
-944
Closed -$213K
3 4 5
6
7

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