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
$834M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.09M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.71M
5
TOL icon
Toll Brothers
TOL
+$1.6M

Top Sells

1
+$1.9M
2
+$813K
3
+$561K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$541K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$401K

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
LIN icon
151
Linde
LIN
$208B
$391K 0.05%
823
+41
XBIL icon
152
US Treasury 6 Month Bill ETF
XBIL
$801M
$391K 0.05%
7,787
-4,917
ED icon
153
Consolidated Edison
ED
$36.5B
$386K 0.05%
3,841
+90
ROK icon
154
Rockwell Automation
ROK
$39.1B
$384K 0.05%
1,100
+9
VZ icon
155
Verizon
VZ
$170B
$381K 0.05%
8,674
+1,764
PFE icon
156
Pfizer
PFE
$138B
$381K 0.05%
14,954
-2,981
VTV icon
157
Vanguard Value ETF
VTV
$146B
$371K 0.04%
1,989
-11
ETN icon
158
Eaton
ETN
$146B
$371K 0.04%
991
+3
BLK icon
159
Blackrock
BLK
$181B
$370K 0.04%
317
-45
DUK icon
160
Duke Energy
DUK
$99.1B
$365K 0.04%
2,953
+117
DHR icon
161
Danaher
DHR
$151B
$361K 0.04%
1,823
+138
RJF icon
162
Raymond James Financial
RJF
$31.9B
$359K 0.04%
2,078
+6
NEE icon
163
NextEra Energy
NEE
$175B
$358K 0.04%
4,747
-151
TJX icon
164
TJX Companies
TJX
$159B
$356K 0.04%
2,466
+13
IYW icon
165
iShares US Technology ETF
IYW
$22.1B
$356K 0.04%
1,818
-12
VV icon
166
Vanguard Large-Cap ETF
VV
$45.8B
$350K 0.04%
1,138
GEV icon
167
GE Vernova
GEV
$164B
$349K 0.04%
567
+3
MTD icon
168
Mettler-Toledo International
MTD
$28B
$349K 0.04%
284
+3
PEP icon
169
PepsiCo
PEP
$209B
$347K 0.04%
2,471
+685
IWB icon
170
iShares Russell 1000 ETF
IWB
$44.5B
$334K 0.04%
914
-315
PEG icon
171
Public Service Enterprise Group
PEG
$42.1B
$323K 0.04%
3,870
+27
GD icon
172
General Dynamics
GD
$88.9B
$323K 0.04%
947
+17
CAT icon
173
Caterpillar
CAT
$253B
$317K 0.04%
665
+40
EMR icon
174
Emerson Electric
EMR
$72.5B
$303K 0.04%
2,308
+79
LOW icon
175
Lowe's Companies
LOW
$136B
$293K 0.04%
1,164
+62
5 6
7
8 9