RWP

Revolve Wealth Partners Portfolio holdings

AUM $834M
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.02M
3
+$2.36M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$1.99M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.96M

Top Sells

1
+$1.24M
2
+$1.13M
3
+$1.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$998K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$949K

Sector Composition

1 Technology 7.27%
2 Financials 2.54%
3 Healthcare 1.97%
4 Consumer Discretionary 1.94%
5 Communication Services 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GD icon
176
General Dynamics
GD
$93B
$271K 0.04%
930
+73
PH icon
177
Parker-Hannifin
PH
$106B
$271K 0.04%
388
-10
AMP icon
178
Ameriprise Financial
AMP
$42.6B
$271K 0.04%
507
-111
BSX icon
179
Boston Scientific
BSX
$152B
$270K 0.04%
2,512
+15
RCL icon
180
Royal Caribbean
RCL
$69B
$269K 0.04%
+860
BK icon
181
Bank of New York Mellon
BK
$77.4B
$268K 0.03%
2,937
+1
PINS icon
182
Pinterest
PINS
$18.1B
$266K 0.03%
7,430
+155
CMG icon
183
Chipotle Mexican Grill
CMG
$41.5B
$266K 0.03%
4,745
+13
SPGI icon
184
S&P Global
SPGI
$150B
$261K 0.03%
495
-1
BKNG icon
185
Booking.com
BKNG
$164B
$261K 0.03%
45
VEEV icon
186
Veeva Systems
VEEV
$47.8B
$260K 0.03%
903
-30
MS icon
187
Morgan Stanley
MS
$263B
$256K 0.03%
1,817
+81
BA icon
188
Boeing
BA
$148B
$253K 0.03%
1,208
+34
BSCP icon
189
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$252K 0.03%
12,181
DIA icon
190
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.2B
$250K 0.03%
568
+1
LOW icon
191
Lowe's Companies
LOW
$128B
$245K 0.03%
1,102
-37
CVNA icon
192
Carvana
CVNA
$45B
$244K 0.03%
+725
BND icon
193
Vanguard Total Bond Market
BND
$137B
$243K 0.03%
3,302
+3
CAT icon
194
Caterpillar
CAT
$259B
$243K 0.03%
625
-59
DNL icon
195
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$506M
$241K 0.03%
5,987
-297
UTRE icon
196
US Treasury 3 Year Note ETF
UTRE
$9.46M
$239K 0.03%
4,809
UTWO icon
197
US Treasury 2 Year Note ETF
UTWO
$386M
$238K 0.03%
4,902
IAU icon
198
iShares Gold Trust
IAU
$62.2B
$238K 0.03%
3,810
GBTC icon
199
Grayscale Bitcoin Trust
GBTC
$37.7B
$237K 0.03%
2,788
-4,927
PEP icon
200
PepsiCo
PEP
$199B
$236K 0.03%
1,786
-106
6 7
8
9 10