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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
-3.37%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$431M
AUM Growth
+$3.75M
(+0.88%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
4.52%
Top 10 Holdings %
Top 10 Hldgs %
50.31%
Holding
157
New
11
Increased
84
Reduced
38
Closed
12
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
+$1.14M |
| 2 |
VanEck High Yield Muni ETF
HYD
|
+$1.11M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.02M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$811K |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$736K |
Sector Composition
| 1 | Technology | 6.1% |
| 2 | Healthcare | 2.87% |
| 3 | Consumer Discretionary | 2.53% |
| 4 | Financials | 2.03% |
| 5 | Communication Services | 1.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.72B
| – | – |
-1,919
| Closed | -$206K |
|
152
NextEra Energy
NEE
$187B
| – | – |
-2,765
| Closed | -$205K |
|
153
Novanta
NOVT
$5.26B
| – | – |
-1,222
| Closed | -$225K |
|
154
Invesco S&P 500 Equal Weight ETF
RSP
$96.5B
| – | – |
-1,366
| Closed | -$204K |
|
155
Shopify
SHOP
$162B
| – | – |
-5,993
| Closed | -$387K |
|
156
Tractor Supply
TSCO
$15.7B
| – | – |
-4,740
| Closed | -$210K |
|
|
FFAI
157
Faraday Future Intelligent Electric
FFAI
$57.6M
| – | – |
-1
| Closed | -$2.67K |
|
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