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
$834M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.01M
3
+$2M
4
AAPL icon
Apple
AAPL
+$1.52M
5
TOL icon
Toll Brothers
TOL
+$1.51M

Top Sells

1
+$1.86M
2
+$634K
3
+$534K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$521K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$389K

Sector Composition

1 Technology 7.89%
2 Financials 2.5%
3 Consumer Discretionary 2.3%
4 Communication Services 2.1%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIN icon
151
Linde
LIN
$231B
$391K 0.05%
823
+41
XBIL icon
152
US Treasury 6 Month Bill ETF
XBIL
$756M
$391K 0.05%
7,787
-4,917
ED icon
153
Consolidated Edison
ED
$41B
$386K 0.05%
3,841
+90
ROK icon
154
Rockwell Automation
ROK
$39.2B
$384K 0.05%
1,100
+9
VZ icon
155
Verizon
VZ
$212B
$381K 0.05%
8,674
+1,764
PFE icon
156
Pfizer
PFE
$158B
$381K 0.05%
14,954
-2,981
VTV icon
157
Vanguard Value ETF
VTV
$162B
$371K 0.04%
1,989
-11
ETN icon
158
Eaton
ETN
$133B
$371K 0.04%
991
+3
BLK icon
159
Blackrock
BLK
$145B
$370K 0.04%
317
-45
DUK icon
160
Duke Energy
DUK
$102B
$365K 0.04%
2,953
+117
DHR icon
161
Danaher
DHR
$130B
$361K 0.04%
1,823
+138
RJF icon
162
Raymond James Financial
RJF
$27.8B
$359K 0.04%
2,078
+6
NEE icon
163
NextEra Energy
NEE
$192B
$358K 0.04%
4,747
-151
TJX icon
164
TJX Companies
TJX
$173B
$356K 0.04%
2,466
+13
IYW icon
165
iShares US Technology ETF
IYW
$17.2B
$356K 0.04%
1,818
-12
VV icon
166
Vanguard Large-Cap ETF
VV
$43.8B
$350K 0.04%
1,138
GEV icon
167
GE Vernova
GEV
$220B
$349K 0.04%
567
+3
MTD icon
168
Mettler-Toledo International
MTD
$25.3B
$349K 0.04%
284
+3
PEP icon
169
PepsiCo
PEP
$214B
$347K 0.04%
2,471
+685
IWB icon
170
iShares Russell 1000 ETF
IWB
$41.7B
$334K 0.04%
914
-315
PEG icon
171
Public Service Enterprise Group
PEG
$40.6B
$323K 0.04%
3,870
+27
GD icon
172
General Dynamics
GD
$92.1B
$323K 0.04%
947
+17
CAT icon
173
Caterpillar
CAT
$311B
$317K 0.04%
665
+40
EMR icon
174
Emerson Electric
EMR
$69.3B
$303K 0.04%
2,308
+79
LOW icon
175
Lowe's Companies
LOW
$130B
$293K 0.04%
1,164
+62
5 6
7
8 9