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
$766M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.02M
3
+$2.36M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$1.99M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.96M

Top Sells

1
+$1.24M
2
+$1.13M
3
+$1.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$998K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$949K

Sector Composition

1 Technology 7.27%
2 Financials 2.54%
3 Healthcare 1.97%
4 Consumer Discretionary 1.94%
5 Communication Services 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
126
American Express
AXP
$251B
$476K 0.06%
1,493
-127
PM icon
127
Philip Morris
PM
$242B
$468K 0.06%
2,569
+164
MU icon
128
Micron Technology
MU
$277B
$466K 0.06%
3,779
-115
PODD icon
129
Insulet
PODD
$23.4B
$464K 0.06%
1,478
-9
IDXX icon
130
Idexx Laboratories
IDXX
$55.1B
$463K 0.06%
864
+3
OKE icon
131
Oneok
OKE
$44.4B
$442K 0.06%
5,417
-283
SCHB icon
132
Schwab US Broad Market ETF
SCHB
$37.4B
$438K 0.06%
18,395
-257
QCOM icon
133
Qualcomm
QCOM
$186B
$437K 0.06%
2,744
+199
PFE icon
134
Pfizer
PFE
$142B
$435K 0.06%
17,935
+1,475
CRWD icon
135
CrowdStrike
CRWD
$133B
$434K 0.06%
852
+16
PXH icon
136
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.69B
$426K 0.06%
18,217
-1,497
IWB icon
137
iShares Russell 1000 ETF
IWB
$45.1B
$417K 0.05%
1,229
-280
CVX icon
138
Chevron
CVX
$315B
$402K 0.05%
2,811
-421
GILD icon
139
Gilead Sciences
GILD
$155B
$399K 0.05%
3,595
+108
IWV icon
140
iShares Russell 3000 ETF
IWV
$17.2B
$389K 0.05%
1,108
+2
OBIL icon
141
US Treasury 12 Month Bill ETF
OBIL
$287M
$388K 0.05%
7,736
-1,754
BLK icon
142
Blackrock
BLK
$164B
$380K 0.05%
+362
COF icon
143
Capital One
COF
$138B
$377K 0.05%
+1,773
ED icon
144
Consolidated Edison
ED
$36.4B
$376K 0.05%
3,751
-1
ABT icon
145
Abbott
ABT
$225B
$373K 0.05%
2,744
+256
T icon
146
AT&T
T
$183B
$373K 0.05%
12,887
+7
WFC icon
147
Wells Fargo
WFC
$267B
$370K 0.05%
4,617
-134
MRK icon
148
Merck
MRK
$231B
$367K 0.05%
4,642
+178
BSCR icon
149
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$367K 0.05%
18,672
LIN icon
150
Linde
LIN
$198B
$367K 0.05%
782
-5
4 5
6
7 8