We are live on ! Find out more
RWP

Revolve Wealth Partners Portfolio holdings

AUM $961M
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
+5.47%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$655M
AUM Growth
+$48M
Cap. Flow
+$16.1M
Cap. Flow %
2.46%
Top 10 Hldgs %
50.92%
Holding
200
New
24
Increased
87
Reduced
65
Closed
9

Top Buys

1
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.87M
2
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.59M
3
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.38M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.19M
5
AAPL icon
Apple
AAPL
+$1.14M

Top Sells

1
AMZN icon
Amazon
AMZN
+$3.22M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.46M
3
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$908K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$671K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$622K

Sector Composition

1 Technology 7.15%
2 Healthcare 2.64%
3 Financials 2.1%
4 Communication Services 1.74%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPGI icon
176
S&P Global
SPGI
$129B
$239K 0.04%
+463
New +$229K
EMR icon
177
Emerson Electric
EMR
$75.6B
$238K 0.04%
2,176
+131
+6% +$14.1K
MELI icon
178
Mercado Libre
MELI
$95.4B
$232K 0.04%
+113
New +$213K
TJX icon
179
TJX Companies
TJX
$165B
$228K 0.03%
1,937
-31
-2% -$3.56K
LEN icon
180
Lennar Class A
LEN
$19.9B
$227K 0.03%
+1,252
New +$210K
LOW icon
181
Lowe's Companies
LOW
$117B
$222K 0.03%
+819
New +$198K
UFIV icon
182
US Treasury 5 Year Note ETF
UFIV
$29.4M
$219K 0.03%
4,403
– –
NOVT icon
183
Novanta
NOVT
$5.26B
$218K 0.03%
+1,221
New +$212K
TSCO icon
184
Tractor Supply
TSCO
$15.7B
$216K 0.03%
3,710
-345
-9% -$18.5K
ROK icon
185
Rockwell Automation
ROK
$52.1B
$215K 0.03%
799
+3
+0.4% +$796
IJJ icon
186
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.72B
$212K 0.03%
+1,712
New +$204K
IJK icon
187
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$211K 0.03%
2,291
-24
-1% -$2.15K
TXN icon
188
Texas Instruments
TXN
$278B
$210K 0.03%
+1,015
New +$204K
BND icon
189
Vanguard Total Bond Market
BND
$158B
$208K 0.03%
+2,768
New +$205K
INTU icon
190
Intuit
INTU
$77.4B
$206K 0.03%
331
-13
-4% -$8.3K
VNQ icon
191
Vanguard Real Estate ETF
VNQ
$38.6B
$201K 0.03%
+2,067
New +$190K
AMAT icon
192
Applied Materials
AMAT
$471B
– –
-994
Closed -$235K
BA icon
193
Boeing
BA
$173B
– –
-1,177
Closed -$214K
FNDE icon
194
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
– –
-12,273
Closed -$363K
GBCI icon
195
Glacier Bancorp
GBCI
$6.77B
– –
-9,915
Closed -$370K
INTC icon
196
Intel
INTC
$526B
– –
-8,574
Closed -$266K
PYPL icon
197
PayPal
PYPL
$41.3B
– –
-2,867
Closed -$166K
SDY icon
198
State Street SPDR S&P Dividend ETF
SDY
$21.6B
– –
-2,856
Closed -$363K
XLE icon
199
State Street Energy Select Sector SPDR ETF
XLE
$37.5B
– –
-4,942
Closed -$225K
XLK icon
200
State Street Technology Select Sector SPDR ETF
XLK
$119B
– –
-1,872
Closed -$212K
4 5 6 7
8

Similar funds

MK
MASTERINVEST Kapitalanlage Vienna $962M AUM 27.59% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
TFP
Triple Frond Partners San Francisco, California $963M AUM 27.45% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $958M AUM 34.66% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $958M AUM 15.24% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return