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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
+7%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$349M
AUM Growth
+$50.2M
(+17%)
Cap. Flow
+$33M
Cap. Flow
% of AUM
9.44%
Top 10 Holdings %
Top 10 Hldgs %
49.03%
Holding
156
New
26
Increased
57
Reduced
56
Closed
13
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$8.41M |
| 2 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$4.01M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$3.32M |
| 4 |
Alpha Architect US Quantitative Momentum ETF
QMOM
|
+$3.03M |
| 5 |
Cambria Shareholder Yield ETF
SYLD
|
+$2.85M |
Top Sells
| 1 |
VanEck High Yield Muni ETF
HYD
|
+$2.01M |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$1.83M |
| 3 |
Everest Group
EG
|
+$796K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$728K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$721K |
Sector Composition
| 1 | Technology | 5.05% |
| 2 | Healthcare | 3.77% |
| 3 | Financials | 2.2% |
| 4 | Consumer Discretionary | 1.96% |
| 5 | Consumer Staples | 1.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Lumen
LUMN
$6.61B
| – | – |
-17,125
| Closed | -$125K |
|
152
iShares New York Muni Bond ETF
NYF
$1.38B
| – | – |
-4,029
| Closed | -$204K |
|
|
SAFE
153
Safehold
SAFE
$1.17B
| – | – |
-3,290
| Closed | -$148K |
|
154
AT&T
T
$148B
| – | – |
-10,484
| Closed | -$161K |
|
155
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
| – | – |
-3,085
| Closed | -$229K |
|
156
Vodafone
VOD
$35.9B
| – | – |
-13,739
| Closed | -$156K |
|
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