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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
+13.73%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$961M
AUM Growth
+$191M
Cap. Flow
+$106M
Cap. Flow %
11.02%
Top 10 Hldgs %
43.89%
Holding
356
New
127
Increased
144
Reduced
64
Closed
6

Top Buys

1
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$6.14M
2
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$3.11M
3
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.85M
4
AAUA
Alpha Architect US Equity 3 ETF
AAUA
+$2.44M
5
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$2.39M

Top Sells

1
UBER icon
Uber
UBER
+$370K
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$292K
3
QQQ icon
Invesco QQQ Trust
QQQ
+$266K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$252K
5
NOC icon
Northrop Grumman
NOC
+$242K

Sector Composition

1 Technology 8.91%
2 Financials 3.21%
3 Healthcare 2.43%
4 Consumer Discretionary 2.22%
5 Industrials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHB icon
176
Schwab US Broad Market ETF
SCHB
$43.5B
$544K 0.06%
18,775
-178
-0.9% -$4.98K
TGT icon
177
Target
TGT
$61.2B
$543K 0.06%
+4,158
New +$528K
VTV icon
178
Vanguard Value ETF
VTV
$187B
$537K 0.06%
2,464
-224
-8% -$46.8K
SUB icon
179
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$527K 0.05%
4,954
– –
LEN icon
180
Lennar Class A
LEN
$19.9B
$522K 0.05%
5,766
-335
-5% -$30K
BITW
181
Bitwise 10 Crypto Index ETF
BITW
$616M
$518K 0.05%
13,792
-53
-0.4% -$2.46K
ESE icon
182
ESCO Technologies
ESE
$8.5B
$515K 0.05%
+1,472
New +$461K
WFC icon
183
Wells Fargo
WFC
$266B
$514K 0.05%
6,220
+1,315
+27% +$106K
IDXX icon
184
Idexx Laboratories
IDXX
$43.2B
$507K 0.05%
963
+68
+8% +$38.1K
CNI icon
185
Canadian National Railway
CNI
$75.8B
$502K 0.05%
+4,213
New +$480K
NOW icon
186
ServiceNow
NOW
$110B
$494K 0.05%
4,971
+658
+15% +$65.1K
PXH icon
187
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$487K 0.05%
17,471
-746
-4% -$21.3K
SAIA icon
188
Saia
SAIA
$11.4B
$485K 0.05%
+1,151
New +$506K
PM icon
189
Philip Morris
PM
$280B
$481K 0.05%
2,659
+149
+6% +$25.8K
RL icon
190
Ralph Lauren
RL
$22.3B
$479K 0.05%
+1,193
New +$444K
IWV icon
191
iShares Russell 3000 ETF
IWV
$19.9B
$475K 0.05%
1,115
+2
+0.2% +$824
TXN icon
192
Texas Instruments
TXN
$278B
$471K 0.05%
1,580
+544
+53% +$151K
SNDK
193
Sandisk
SNDK
$259B
$468K 0.05%
+206
New +$294K
PNFP icon
194
Pinnacle Financial Partners Inc
PNFP
$15.2B
$465K 0.05%
+4,611
New +$443K
DIS icon
195
Walt Disney
DIS
$166B
$465K 0.05%
4,831
+327
+7% +$33.3K
TJX icon
196
TJX Companies
TJX
$165B
$463K 0.05%
3,058
+462
+18% +$73K
PANW icon
197
Palo Alto Networks
PANW
$284B
$462K 0.05%
+1,355
New +$310K
OHI icon
198
Omega Healthcare
OHI
$14.4B
$461K 0.05%
+9,674
New +$448K
Q
199
Qnity Electronics Inc
Q
$29.9B
$461K 0.05%
+2,823
New +$416K
SXI icon
200
Standex International
SXI
$3.78B
$457K 0.05%
+1,279
New +$358K
6 7
8
9 10

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