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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
+13.73%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$961M
AUM Growth
+$191M
Cap. Flow
+$106M
Cap. Flow %
11.02%
Top 10 Hldgs %
43.89%
Holding
356
New
127
Increased
144
Reduced
64
Closed
6

Top Buys

1
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$6.14M
2
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$3.11M
3
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.85M
4
AAUA
Alpha Architect US Equity 3 ETF
AAUA
+$2.44M
5
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$2.39M

Top Sells

1
UBER icon
Uber
UBER
+$370K
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$292K
3
QQQ icon
Invesco QQQ Trust
QQQ
+$266K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$252K
5
NOC icon
Northrop Grumman
NOC
+$242K

Sector Composition

1 Technology 8.91%
2 Financials 3.21%
3 Healthcare 2.43%
4 Consumer Discretionary 2.22%
5 Industrials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOV icon
151
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
$698K 0.07%
+6,937
New +$697K
PRFZ icon
152
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.78B
$694K 0.07%
12,442
-555
-4% -$28.3K
ISRG icon
153
Intuitive Surgical
ISRG
$144B
$693K 0.07%
1,742
-115
-6% -$50.2K
GILD icon
154
Gilead Sciences
GILD
$163B
$691K 0.07%
5,473
+1,880
+52% +$248K
SPMD icon
155
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18B
$687K 0.07%
10,165
– –
ATO icon
156
Atmos Energy
ATO
$30B
$683K 0.07%
+3,962
New +$710K
RJF icon
157
Raymond James Financial
RJF
$32.5B
$682K 0.07%
4,488
+2,410
+116% +$366K
AXP icon
158
American Express
AXP
$242B
$664K 0.07%
1,962
+410
+26% +$131K
NEE icon
159
NextEra Energy
NEE
$184B
$661K 0.07%
7,535
+2,718
+56% +$246K
ROK icon
160
Rockwell Automation
ROK
$51.2B
$651K 0.07%
1,315
+65
+5% +$28.3K
BX icon
161
Blackstone
BX
$149B
$639K 0.07%
5,431
+200
+4% +$24K
MELI icon
162
Mercado Libre
MELI
$94.7B
$638K 0.07%
+376
New +$642K
PRF icon
163
Invesco FTSE RAFI US 1000 ETF
PRF
$9.77B
$636K 0.07%
11,779
– –
CW icon
164
Curtiss-Wright
CW
$27.3B
$630K 0.07%
+832
New +$610K
AGG icon
165
iShares Core US Aggregate Bond ETF
AGG
$138B
$628K 0.07%
6,349
+2
+0% +$198
IWY icon
166
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$618K 0.06%
2,126
– –
MUSA icon
167
Murphy USA
MUSA
$11.3B
$611K 0.06%
+1,134
New +$616K
IEMG icon
168
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$611K 0.06%
7,372
– –
ESI icon
169
Element Solutions
ESI
$9.65B
$591K 0.06%
+12,372
New +$513K
AVY icon
170
Avery Dennison
AVY
$12.2B
$591K 0.06%
+3,638
New +$592K
FLS icon
171
Flowserve
FLS
$8.74B
$590K 0.06%
+7,955
New +$605K
CSL icon
172
Carlisle Companies
CSL
$13.5B
$587K 0.06%
+1,619
New +$567K
APD icon
173
Air Products & Chemicals
APD
$67.2B
$585K 0.06%
1,995
+9
+0.5% +$2.62K
DFAE icon
174
Dimensional Emerging Core Equity Market ETF
DFAE
$9.33B
$563K 0.06%
+13,990
New +$541K
ZBRA icon
175
Zebra Technologies
ZBRA
$12.7B
$547K 0.06%
+2,077
New +$488K
5 6
7
8 9

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