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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
-1.65%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$691M
AUM Growth
+$10.5M
Cap. Flow
+$26.8M
Cap. Flow %
3.88%
Top 10 Hldgs %
49.1%
Holding
244
New
25
Increased
130
Reduced
51
Closed
19

Top Buys

1
TSLA icon
Tesla
TSLA
+$3.78M
2
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$3.36M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.03M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$2.97M
5
EQIX icon
Equinix
EQIX
+$2.38M

Top Sells

1
LOAR icon
Loar Holdings
LOAR
+$5.01M
2
CVGI icon
Commercial Vehicle Group
CVGI
+$3.3M
3
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$790K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$677K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$388K

Sector Composition

1 Technology 6.91%
2 Financials 2.65%
3 Healthcare 2.41%
4 Consumer Discretionary 1.86%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEG icon
176
Public Service Enterprise Group
PEG
$40.1B
$259K 0.04%
+3,152
New +$263K
ETN icon
177
Eaton
ETN
$161B
$259K 0.04%
951
+38
+4% +$11.8K
IYW icon
178
iShares US Technology ETF
IYW
$24.9B
$257K 0.04%
1,830
-142
-7% -$22.1K
FNDA icon
179
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
$253K 0.04%
9,230
+594
+7% +$17.4K
SPGI icon
180
S&P Global
SPGI
$130B
$252K 0.04%
496
+39
+9% +$19.9K
BSCP
181
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$252K 0.04%
12,181
– –
BSX icon
182
Boston Scientific
BSX
$63.4B
$252K 0.04%
+2,497
New +$251K
UNP icon
183
Union Pacific
UNP
$171B
$251K 0.04%
1,064
+57
+6% +$13.7K
BNY
184
Bank of New York Mellon
BNY
$106B
$246K 0.04%
2,936
+78
+3% +$6.55K
APP icon
185
Applovin
APP
$151B
$243K 0.04%
918
+9
+1% +$3.1K
BND icon
186
Vanguard Total Bond Market
BND
$158B
$242K 0.04%
3,299
+1
+0% +$73
PH icon
187
Parker-Hannifin
PH
$122B
$242K 0.04%
+398
New +$260K
TRV icon
188
Travelers Companies
TRV
$71.6B
$239K 0.03%
902
-244
-21% -$60.8K
EMR icon
189
Emerson Electric
EMR
$76.2B
$238K 0.03%
2,175
-8
-0.4% -$964
UTRE icon
190
US Treasury 3 Year Note ETF
UTRE
$9.07M
$238K 0.03%
4,809
– –
CB icon
191
Chubb
CB
$134B
$238K 0.03%
789
+46
+6% +$12.8K
DIA icon
192
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$238K 0.03%
567
– –
UTWO icon
193
US Treasury 2 Year Note ETF
UTWO
$482M
$238K 0.03%
4,902
– –
CMG icon
194
Chipotle Mexican Grill
CMG
$46.7B
$238K 0.03%
4,732
-72
-1% -$3.92K
TMO icon
195
Thermo Fisher Scientific
TMO
$198B
$237K 0.03%
477
-14
-3% -$7.58K
TMUS icon
196
T-Mobile US
TMUS
$203B
$235K 0.03%
+882
New +$217K
SO icon
197
Southern Company
SO
$108B
$235K 0.03%
2,558
+75
+3% +$6.49K
GD icon
198
General Dynamics
GD
$99.9B
$234K 0.03%
857
+64
+8% +$16.6K
ROK icon
199
Rockwell Automation
ROK
$52.3B
$232K 0.03%
900
+100
+13% +$27.8K
MELI icon
200
Mercado Libre
MELI
$95B
$230K 0.03%
118
– –
6 7
8
9 10

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