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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
+7%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$349M
AUM Growth
+$50.2M
(+17%)
Cap. Flow
+$33M
Cap. Flow
% of AUM
9.44%
Top 10 Holdings %
Top 10 Hldgs %
49.03%
Holding
156
New
26
Increased
57
Reduced
56
Closed
13
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$8.41M |
| 2 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$4.01M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$3.32M |
| 4 |
Alpha Architect US Quantitative Momentum ETF
QMOM
|
+$3.03M |
| 5 |
Cambria Shareholder Yield ETF
SYLD
|
+$2.85M |
Top Sells
| 1 |
VanEck High Yield Muni ETF
HYD
|
+$2.01M |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$1.83M |
| 3 |
Everest Group
EG
|
+$796K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$728K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$721K |
Sector Composition
| 1 | Technology | 5.05% |
| 2 | Healthcare | 3.77% |
| 3 | Financials | 2.2% |
| 4 | Consumer Discretionary | 1.96% |
| 5 | Consumer Staples | 1.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Russell 3000 ETF
IWV
$19.9B
| $239K | 0.07% |
1,082
| – | – |
|
127
General Dynamics
GD
$99.9B
| $236K | 0.07% |
+952
| New | +$232K |
|
128
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
| $232K | 0.07% |
+5,298
| New | +$231K |
|
129
Waste Management
WM
$94.1B
| $229K | 0.07% |
1,459
+61
| +4% | +$9.81K |
|
130
Tractor Supply
TSCO
$16B
| $227K | 0.07% |
5,055
-475
| -9% | -$20.2K |
|
131
IBM
IBM
$204B
| $225K | 0.06% |
+1,599
| New | +$221K |
|
132
Broadcom
AVGO
$1.85T
| $220K | 0.06% |
+3,940
| New | +$198K |
|
133
Veeva Systems
VEEV
$31.4B
| $213K | 0.06% |
1,320
-239
| -15% | -$40.8K |
|
134
NextEra Energy
NEE
$187B
| $210K | 0.06% |
+2,507
| New | +$203K |
|
135
Oracle
ORCL
$369B
| $208K | 0.06% |
+2,543
| New | +$193K |
|
136
Vertex Pharmaceuticals
VRTX
$121B
| $208K | 0.06% |
719
+27
| +4% | +$8.23K |
|
137
Honeywell
HON
$70.5B
| $206K | 0.06% |
+1,022
| New | +$195K |
|
138
Cisco
CSCO
$461B
| $205K | 0.06% |
+4,311
| New | +$196K |
|
139
Vanguard High Dividend Yield ETF
VYM
$80.1B
| $204K | 0.06% |
1,888
-750
| -28% | -$79.8K |
|
140
Verizon
VZ
$177B
| $202K | 0.06% |
5,118
-2,377
| -32% | -$89.6K |
|
141
Wells Fargo
WFC
$262B
| $201K | 0.06% |
+4,879
| New | +$216K |
|
142
Ford
F
$55.5B
| $158K | 0.05% |
+13,577
| New | +$174K |
|
143
Gran Tierra Energy
GTE
$233M
| $10.7K | ﹤0.01% |
1,079
| – | – |
|
144
Citigroup
C
$227B
| – | – |
-5,541
| Closed | -$231K |
|
145
Chipotle Mexican Grill
CMG
$46.7B
| – | – |
-8,200
| Closed | -$246K |
|
|
146
Everest Group
EG
$14.7B
| – | – |
-3,032
| Closed | -$796K |
|
147
Edwards Lifesciences
EW
$51.9B
| – | – |
-2,559
| Closed | -$211K |
|
148
General Motors
GM
$69.3B
| – | – |
-6,715
| Closed | -$215K |
|
149
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
| – | – |
-5,416
| Closed | -$233K |
|
150
Intel
INTC
$542B
| – | – |
-7,820
| Closed | -$202K |
|
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