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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
+1.22%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$607M
AUM Growth
+$21.3M
(+3.6%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
51.27%
Holding
187
New
6
Increased
63
Reduced
94
Closed
11
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$2.65M |
| 2 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$2.58M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$1.62M |
| 4 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.48M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.45M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$383K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$382K |
| 3 |
Apple
AAPL
|
+$380K |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$291K |
| 5 |
Veeva Systems
VEEV
|
+$245K |
Sector Composition
| 1 | Technology | 7.16% |
| 2 | Healthcare | 2.1% |
| 3 | Consumer Discretionary | 1.91% |
| 4 | Financials | 1.83% |
| 5 | Communication Services | 1.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
PayPal
PYPL
$41.1B
| $166K | 0.03% |
2,867
-95
| -3% | -$6.04K |
|
177
Abbott
ABT
$156B
| – | – |
-1,956
| Closed | -$222K |
|
178
Ameriprise Financial
AMP
$46.4B
| – | – |
-465
| Closed | -$204K |
|
179
CVS Health
CVS
$136B
| – | – |
-3,033
| Closed | -$242K |
|
180
ALPS Equal Sector Weight ETF
EQL
$746M
| – | – |
-5,490
| Closed | -$216K |
|
181
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.78B
| – | – |
-1,804
| Closed | -$213K |
|
182
Lennar Class A
LEN
$20.3B
| – | – |
-1,248
| Closed | -$208K |
|
183
Lowe's Companies
LOW
$117B
| – | – |
-839
| Closed | -$214K |
|
184
Novanta
NOVT
$5.48B
| – | – |
-1,221
| Closed | -$213K |
|
185
Prologis
PLD
$132B
| – | – |
-1,627
| Closed | -$212K |
|
|
186
Veeva Systems
VEEV
$30.9B
| – | – |
-1,056
| Closed | -$245K |
|
187
Vanguard Value ETF
VTV
$187B
| – | – |
-1,482
| Closed | -$241K |
|
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