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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
+6.55%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$834M
AUM Growth
+$67.8M
(+8.9%)
Cap. Flow
+$21.2M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
47.87%
Holding
246
New
20
Increased
112
Reduced
85
Closed
14
Top Buys
| 1 |
VanEck High Yield Muni ETF
HYD
|
+$4.48M |
| 2 |
AAUS
Alpha Architect US Equity ETF
AAUS
|
+$2.01M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$2M |
| 4 |
Apple
AAPL
|
+$1.52M |
| 5 |
Toll Brothers
TOL
|
+$1.51M |
Top Sells
| 1 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.86M |
| 2 |
Tesla
TSLA
|
+$634K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$534K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$521K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Linde
LIN
$241B
| $391K | 0.05% |
823
+41
| +5% | +$19.4K |
|
152
US Treasury 6 Month Bill ETF
XBIL
$744M
| $391K | 0.05% |
7,787
-4,917
| -39% | -$246K |
|
153
Consolidated Edison
ED
$41.1B
| $386K | 0.05% |
3,841
+90
| +2% | +$9.03K |
|
154
Rockwell Automation
ROK
$52.2B
| $384K | 0.05% |
1,100
+9
| +0.8% | +$3.11K |
|
155
Verizon
VZ
$177B
| $381K | 0.05% |
8,674
+1,764
| +26% | +$76.4K |
|
156
Pfizer
PFE
$138B
| $381K | 0.05% |
14,954
-2,981
| -17% | -$73.6K |
|
157
Vanguard Value ETF
VTV
$187B
| $371K | 0.04% |
1,989
-11
| -0.6% | -$1.99K |
|
158
Eaton
ETN
$160B
| $371K | 0.04% |
991
+3
| +0.3% | +$1.09K |
|
159
Blackrock
BLK
$159B
| $370K | 0.04% |
317
-45
| -12% | -$50.3K |
|
160
Duke Energy
DUK
$98.2B
| $365K | 0.04% |
2,953
+117
| +4% | +$14.2K |
|
161
Danaher
DHR
$141B
| $361K | 0.04% |
1,823
+138
| +8% | +$27.5K |
|
162
Raymond James Financial
RJF
$32.8B
| $359K | 0.04% |
2,078
+6
| +0.3% | +$994 |
|
163
NextEra Energy
NEE
$187B
| $358K | 0.04% |
4,747
-151
| -3% | -$11K |
|
164
TJX Companies
TJX
$165B
| $356K | 0.04% |
2,466
+13
| +0.5% | +$1.73K |
|
165
iShares US Technology ETF
IYW
$25B
| $356K | 0.04% |
1,818
-12
| -0.7% | -$2.19K |
|
166
Vanguard Large-Cap ETF
VV
$52.9B
| $350K | 0.04% |
1,138
| – | – |
|
167
GE Vernova
GEV
$285B
| $349K | 0.04% |
567
+3
| +0.5% | +$1.82K |
|
168
Mettler-Toledo International
MTD
$26.5B
| $349K | 0.04% |
284
+3
| +1% | +$3.76K |
|
169
PepsiCo
PEP
$186B
| $347K | 0.04% |
2,471
+685
| +38% | +$97.8K |
|
170
iShares Russell 1000 ETF
IWB
$48.5B
| $334K | 0.04% |
914
-315
| -26% | -$111K |
|
171
Public Service Enterprise Group
PEG
$40.2B
| $323K | 0.04% |
3,870
+27
| +0.7% | +$2.27K |
|
172
General Dynamics
GD
$101B
| $323K | 0.04% |
947
+17
| +2% | +$5.36K |
|
173
Caterpillar
CAT
$428B
| $317K | 0.04% |
665
+40
| +6% | +$17.1K |
|
174
Emerson Electric
EMR
$75.8B
| $303K | 0.04% |
2,308
+79
| +4% | +$10.8K |
|
175
Lowe's Companies
LOW
$117B
| $293K | 0.04% |
1,164
+62
| +6% | +$15.2K |
|
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