RWP

Revolve Wealth Partners Portfolio holdings

AUM $851M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$851M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.63M
3
+$1.81M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$937K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$857K

Top Sells

1
+$1.56M
2
+$1.29M
3
+$1.26M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.14M
5
NVDA icon
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
PODD icon
151
Insulet
PODD
$17.4B
$424K 0.05%
1,490
+35
T icon
152
AT&T
T
$196B
$415K 0.05%
16,717
-563
OKE icon
153
Oneok
OKE
$52.1B
$403K 0.05%
5,489
+104
DXCM icon
154
DexCom
DXCM
$28.3B
$403K 0.05%
6,073
+49
MTD icon
155
Mettler-Toledo International
MTD
$27.8B
$397K 0.05%
285
+1
CAT icon
156
Caterpillar
CAT
$346B
$390K 0.05%
681
+16
NEE icon
157
NextEra Energy
NEE
$195B
$389K 0.05%
4,848
+101
CRWD icon
158
CrowdStrike
CRWD
$93.8B
$387K 0.05%
825
+1
PM icon
159
Philip Morris
PM
$291B
$385K 0.05%
2,398
-150
ED icon
160
Consolidated Edison
ED
$40.6B
$383K 0.05%
3,859
+18
TJX icon
161
TJX Companies
TJX
$180B
$381K 0.04%
2,479
+13
PEP icon
162
PepsiCo
PEP
$232B
$371K 0.04%
2,585
+114
IYW icon
163
iShares US Technology ETF
IYW
$19.5B
$363K 0.04%
1,818
VV icon
164
Vanguard Large-Cap ETF
VV
$47.4B
$359K 0.04%
1,139
+1
TMO icon
165
Thermo Fisher Scientific
TMO
$196B
$353K 0.04%
610
+73
AVDE icon
166
Avantis International Equity ETF
AVDE
$14.6B
$350K 0.04%
+4,253
IUSG icon
167
iShares Core S&P US Growth ETF
IUSG
$26.9B
$345K 0.04%
2,053
-352
DUK icon
168
Duke Energy
DUK
$102B
$339K 0.04%
2,895
-58
LRCX icon
169
Lam Research
LRCX
$292B
$339K 0.04%
1,981
+43
VZ icon
170
Verizon
VZ
$211B
$337K 0.04%
8,279
-395
GEV icon
171
GE Vernova
GEV
$235B
$337K 0.04%
515
-52
LIN icon
172
Linde
LIN
$237B
$336K 0.04%
789
-34
MS icon
173
Morgan Stanley
MS
$264B
$336K 0.04%
1,894
+78
PFE icon
174
Pfizer
PFE
$157B
$333K 0.04%
13,393
-1,561
RJF icon
175
Raymond James Financial
RJF
$30.2B
$332K 0.04%
2,070
-8
5 6
7
8 9