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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
+6.55%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$834M
AUM Growth
+$67.8M
(+8.9%)
Cap. Flow
+$21.2M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
47.87%
Holding
246
New
20
Increased
112
Reduced
85
Closed
14
Top Buys
| 1 |
VanEck High Yield Muni ETF
HYD
|
+$4.48M |
| 2 |
AAUS
Alpha Architect US Equity ETF
AAUS
|
+$2.01M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$2M |
| 4 |
Apple
AAPL
|
+$1.52M |
| 5 |
Toll Brothers
TOL
|
+$1.51M |
Top Sells
| 1 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.86M |
| 2 |
Tesla
TSLA
|
+$634K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$534K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$521K |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$389K |
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 | |
|---|---|---|---|---|---|---|
126
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
| $545K | 0.07% |
8,264
-440
| -5% | -$27.4K |
|
127
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
| $542K | 0.07% |
5,078
-1,678
| -25% | -$179K |
|
128
Coca-Cola
KO
$358B
| $533K | 0.06% |
8,040
-1,047
| -12% | -$72.1K |
|
129
Invesco FTSE RAFI US 1000 ETF
PRF
$9.77B
| $525K | 0.06% |
11,623
| – | – |
|
130
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.85B
| $524K | 0.06% |
8,573
| – | – |
|
131
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
| $522K | 0.06% |
13,765
+5,434
| +65% | +$195K |
|
132
Honeywell
HON
$70.5B
| $496K | 0.06% |
2,501
-85
| -3% | -$17.8K |
|
133
AT&T
T
$148B
| $488K | 0.06% |
17,280
+4,393
| +34% | +$125K |
|
134
American Express
AXP
$242B
| $486K | 0.06% |
1,462
-31
| -2% | -$9.86K |
|
135
Schwab US Broad Market ETF
SCHB
$43.5B
| $473K | 0.06% |
18,408
+13
| +0.1% | +$322 |
|
136
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
| $463K | 0.06% |
18,217
| – | – |
|
137
Adobe
ADBE
$87.7B
| $462K | 0.06% |
1,310
-9
| -0.7% | -$3.23K |
|
138
Salesforce
CRM
$137B
| $455K | 0.05% |
1,918
-188
| -9% | -$47.4K |
|
139
Insulet
PODD
$11B
| $449K | 0.05% |
1,455
-23
| -2% | -$7.21K |
|
140
Qualcomm
QCOM
$188B
| $443K | 0.05% |
2,660
-84
| -3% | -$13.3K |
|
141
iShares Russell 3000 ETF
IWV
$19.9B
| $420K | 0.05% |
1,110
+2
| +0.2% | +$729 |
|
142
Philip Morris
PM
$274B
| $413K | 0.05% |
2,548
-21
| -0.8% | -$3.53K |
|
143
Capital One
COF
$127B
| $413K | 0.05% |
1,944
+171
| +10% | +$37.4K |
|
144
DexCom
DXCM
$28.6B
| $405K | 0.05% |
6,024
+38
| +0.6% | +$3.01K |
|
145
CrowdStrike
CRWD
$215B
| $404K | 0.05% |
3,296
-112
| -3% | -$12.7K |
|
146
Merck
MRK
$299B
| $398K | 0.05% |
4,737
+95
| +2% | +$7.83K |
|
147
Gilead Sciences
GILD
$161B
| $396K | 0.05% |
3,569
-26
| -0.7% | -$2.96K |
|
148
Wells Fargo
WFC
$262B
| $396K | 0.05% |
4,722
+105
| +2% | +$8.52K |
|
149
iShares Core S&P US Growth ETF
IUSG
$32.3B
| $396K | 0.05% |
2,405
+298
| +14% | +$46.8K |
|
150
Oneok
OKE
$57.9B
| $393K | 0.05% |
5,385
-32
| -0.6% | -$2.45K |
|
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