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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
+1.22%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$607M
AUM Growth
+$21.3M
(+3.6%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
51.27%
Holding
187
New
6
Increased
63
Reduced
94
Closed
11
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$2.65M |
| 2 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$2.58M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$1.62M |
| 4 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.48M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.45M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$383K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$382K |
| 3 |
Apple
AAPL
|
+$380K |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$291K |
| 5 |
Veeva Systems
VEEV
|
+$245K |
Sector Composition
| 1 | Technology | 7.16% |
| 2 | Healthcare | 2.1% |
| 3 | Consumer Discretionary | 1.91% |
| 4 | Financials | 1.83% |
| 5 | Communication Services | 1.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Thermo Fisher Scientific
TMO
$197B
| $245K | 0.04% |
443
+10
| +2% | +$5.73K |
|
152
DexCom
DXCM
$28.6B
| $243K | 0.04% |
2,145
-70
| -3% | -$8.85K |
|
153
Wells Fargo
WFC
$266B
| $243K | 0.04% |
4,089
+143
| +4% | +$8.44K |
|
154
Amphenol
APH
$195B
| $239K | 0.04% |
3,548
-54
| -1% | -$3.41K |
|
155
Applied Materials
AMAT
$471B
| $235K | 0.04% |
994
-15
| -1% | -$3.22K |
|
156
Gilead Sciences
GILD
$162B
| $227K | 0.04% |
3,310
-195
| -6% | -$13K |
|
157
Caterpillar
CAT
$430B
| $227K | 0.04% |
680
+2
| +0.3% | +$693 |
|
158
Intuit
INTU
$77.5B
| $226K | 0.04% |
344
-39
| -10% | -$24.2K |
|
159
Emerson Electric
EMR
$75.5B
| $225K | 0.04% |
2,045
+2
| +0.1% | +$221 |
|
160
State Street Energy Select Sector SPDR ETF
XLE
$37.5B
| $225K | 0.04% |
4,942
-282
| -5% | -$13.1K |
|
161
Kenvue
KVUE
$36.3B
| $223K | 0.04% |
12,280
-1,385
| -10% | -$26.8K |
|
162
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
| $221K | 0.04% |
564
-25
| -4% | -$9.71K |
|
163
Rockwell Automation
ROK
$52.1B
| $219K | 0.04% |
796
-2
| -0.3% | -$540 |
|
164
Zebra Technologies
ZBRA
$12.6B
| $219K | 0.04% |
709
+6
| +0.9% | +$1.82K |
|
165
Tractor Supply
TSCO
$15.7B
| $219K | 0.04% |
4,055
-120
| -3% | -$6.45K |
|
166
AT&T
T
$149B
| $218K | 0.04% |
11,421
-212
| -2% | -$3.69K |
|
167
TJX Companies
TJX
$165B
| $217K | 0.04% |
+1,968
| New | +$198K |
|
168
Accenture
ACN
$82.3B
| $215K | 0.04% |
707
-56
| -7% | -$17.2K |
|
169
Boeing
BA
$173B
| $214K | 0.04% |
1,177
-2
| -0.2% | -$356 |
|
170
Union Pacific
UNP
$172B
| $214K | 0.04% |
946
-56
| -6% | -$13.1K |
|
171
US Treasury 5 Year Note ETF
UFIV
$29.4M
| $212K | 0.04% |
4,403
| – | – |
|
172
State Street Technology Select Sector SPDR ETF
XLK
$119B
| $212K | 0.03% |
1,872
-216
| -10% | -$22.7K |
|
173
Zoetis
ZTS
$31B
| $208K | 0.03% |
1,199
-85
| -7% | -$14.1K |
|
174
Philip Morris
PM
$281B
| $205K | 0.03% |
+2,027
| New | +$198K |
|
175
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
| $204K | 0.03% |
2,315
-101
| -4% | -$8.93K |
|
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