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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
+8.05%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$585M
AUM Growth
+$68.9M
(+13%)
Cap. Flow
+$30.2M
Cap. Flow
% of AUM
5.15%
Top 10 Holdings %
Top 10 Hldgs %
51.46%
Holding
182
New
23
Increased
107
Reduced
37
Closed
1
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$11.2M |
| 2 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$3.47M |
| 3 |
WisdomTree International Quality Dividend Growth Fund
IQDG
|
+$2.11M |
| 4 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$2.07M |
| 5 |
Shopify
SHOP
|
+$1.48M |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
+$3.01M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$924K |
| 3 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$527K |
| 4 |
lululemon athletica
LULU
|
+$209K |
| 5 |
Apple
AAPL
|
+$187K |
Sector Composition
| 1 | Technology | 6.61% |
| 2 | Healthcare | 2.28% |
| 3 | Financials | 2.07% |
| 4 | Consumer Discretionary | 1.93% |
| 5 | Communication Services | 1.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Applied Materials
AMAT
$475B
| $208K | 0.04% |
+1,009
| New | +$185K |
|
177
Lennar Class A
LEN
$20.1B
| $208K | 0.04% |
+1,248
| New | +$188K |
|
178
Amphenol
APH
$193B
| $208K | 0.04% |
+3,602
| New | +$189K |
|
179
AT&T
T
$149B
| $205K | 0.04% |
+11,633
| New | +$199K |
|
180
Ameriprise Financial
AMP
$46.6B
| $204K | 0.03% |
+465
| New | +$186K |
|
181
PayPal
PYPL
$41.5B
| $198K | 0.03% |
2,962
+58
| +2% | +$3.56K |
|
|
182
lululemon athletica
LULU
$13.4B
| – | – |
-408
| Closed | -$209K |
|
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