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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
+2.42%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$851M
AUM Growth
+$17.2M
(+2.1%)
Cap. Flow
-$633K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
47.7%
Holding
242
New
10
Increased
93
Reduced
108
Closed
14
Top Buys
| 1 |
BITW
Bitwise 10 Crypto Index ETF
BITW
|
+$2.88M |
| 2 |
AAEQ
Alpha Architect US Equity 2 ETF
AAEQ
|
+$2.63M |
| 3 |
Avantis US Equity ETF
AVUS
|
+$1.81M |
| 4 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$937K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$857K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$1.56M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.29M |
| 3 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$1.26M |
| 4 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.14M |
| 5 |
NVIDIA
NVDA
|
+$1.07M |
Sector Composition
| 1 | Technology | 7.47% |
| 2 | Financials | 2.47% |
| 3 | Consumer Discretionary | 2.17% |
| 4 | Communication Services | 2.1% |
| 5 | Healthcare | 2.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Abbott
ABT
$155B
| $577K | 0.07% |
4,608
-157
| -3% | -$20K |
|
127
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.85B
| $562K | 0.07% |
8,573
| – | – |
|
128
Invesco FTSE RAFI US 1000 ETF
PRF
$9.76B
| $545K | 0.06% |
11,623
| – | – |
|
129
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
| $542K | 0.06% |
5,078
| – | – |
|
130
American Express
AXP
$242B
| $540K | 0.06% |
1,459
-3
| -0.2% | -$1.07K |
|
131
Vanguard Value ETF
VTV
$187B
| $538K | 0.06% |
2,815
+826
| +42% | +$155K |
|
132
Walt Disney
DIS
$166B
| $526K | 0.06% |
4,624
-195
| -4% | -$21.5K |
|
133
Merck
MRK
$298B
| $522K | 0.06% |
4,964
+227
| +5% | +$21.3K |
|
134
Grayscale Bitcoin Trust
GBTC
$9.7B
| $522K | 0.06% |
7,642
| – | – |
|
135
Salesforce
CRM
$137B
| $510K | 0.06% |
1,927
+9
| +0.5% | +$2.24K |
|
136
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
| $496K | 0.06% |
7,380
-884
| -11% | -$59.3K |
|
137
Air Products & Chemicals
APD
$66.7B
| $481K | 0.06% |
1,949
-65
| -3% | -$16.5K |
|
138
Schwab US Broad Market ETF
SCHB
$43.5B
| $481K | 0.06% |
18,321
-87
| -0.5% | -$2.27K |
|
139
Vanguard Total Bond Market
BND
$158B
| $479K | 0.06% |
6,469
+3,281
| +103% | +$244K |
|
140
Rockwell Automation
ROK
$52.3B
| $476K | 0.06% |
1,223
+123
| +11% | +$46.2K |
|
141
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
| $470K | 0.06% |
18,217
| – | – |
|
142
Adobe
ADBE
$87.8B
| $462K | 0.05% |
1,319
+9
| +0.7% | +$3.06K |
|
143
McDonald's
MCD
$191B
| $455K | 0.05% |
1,489
-578
| -28% | -$177K |
|
144
Capital One
COF
$126B
| $453K | 0.05% |
1,871
-73
| -4% | -$16.3K |
|
145
Honeywell
HON
$70.6B
| $448K | 0.05% |
2,298
-203
| -8% | -$39.7K |
|
146
Wells Fargo
WFC
$261B
| $447K | 0.05% |
4,793
+71
| +2% | +$6.16K |
|
147
Gilead Sciences
GILD
$161B
| $439K | 0.05% |
3,574
+5
| +0.1% | +$608 |
|
148
iShares Russell 3000 ETF
IWV
$19.9B
| $431K | 0.05% |
1,114
+4
| +0.4% | +$1.53K |
|
149
Danaher
DHR
$141B
| $428K | 0.05% |
1,870
+47
| +3% | +$10.3K |
|
150
Qualcomm
QCOM
$188B
| $424K | 0.05% |
2,481
-179
| -7% | -$30.7K |
|
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