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
$766M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.02M
3
+$2.36M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$1.99M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.96M

Top Sells

1
+$1.24M
2
+$1.13M
3
+$1.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$998K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$949K

Sector Composition

1 Technology 7.27%
2 Financials 2.54%
3 Healthcare 1.97%
4 Consumer Discretionary 1.94%
5 Communication Services 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROK icon
151
Rockwell Automation
ROK
$42.6B
$362K 0.05%
1,091
+191
VTV icon
152
Vanguard Value ETF
VTV
$148B
$353K 0.05%
2,000
-5
ETN icon
153
Eaton
ETN
$138B
$353K 0.05%
988
+37
NEE icon
154
NextEra Energy
NEE
$175B
$340K 0.04%
4,898
-138
DUK icon
155
Duke Energy
DUK
$96.1B
$335K 0.04%
2,836
-198
DHR icon
156
Danaher
DHR
$156B
$333K 0.04%
1,685
-216
MTD icon
157
Mettler-Toledo International
MTD
$28.7B
$330K 0.04%
281
+4
VV icon
158
Vanguard Large-Cap ETF
VV
$46.5B
$325K 0.04%
1,138
PEG icon
159
Public Service Enterprise Group
PEG
$41.3B
$323K 0.04%
3,843
+691
APP icon
160
Applovin
APP
$188B
$322K 0.04%
921
+3
RJF icon
161
Raymond James Financial
RJF
$31.4B
$318K 0.04%
2,072
-9
IYW icon
162
iShares US Technology ETF
IYW
$22.4B
$317K 0.04%
1,830
IUSG icon
163
iShares Core S&P US Growth ETF
IUSG
$25.7B
$317K 0.04%
2,107
-387
COWZ icon
164
Pacer US Cash Cows 100 ETF
COWZ
$19.7B
$315K 0.04%
5,717
-25
PGR icon
165
Progressive
PGR
$132B
$311K 0.04%
1,164
-37
IWR icon
166
iShares Russell Mid-Cap ETF
IWR
$44B
$309K 0.04%
3,360
MELI icon
167
Mercado Libre
MELI
$104B
$303K 0.04%
116
-2
TJX icon
168
TJX Companies
TJX
$163B
$303K 0.04%
2,453
+79
VZ icon
169
Verizon
VZ
$173B
$299K 0.04%
6,910
-746
GEV icon
170
GE Vernova
GEV
$151B
$298K 0.04%
+564
EMR icon
171
Emerson Electric
EMR
$71.7B
$297K 0.04%
2,229
+54
CMCSA icon
172
Comcast
CMCSA
$100B
$290K 0.04%
8,122
-531
XSOE icon
173
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
$287K 0.04%
8,331
-1,108
BNDX icon
174
Vanguard Total International Bond ETF
BNDX
$69.3B
$282K 0.04%
5,692
+111
RSP icon
175
Invesco S&P 500 Equal Weight ETF
RSP
$73.7B
$276K 0.04%
+1,519
5 6
7
8 9