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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
+6.55%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$834M
AUM Growth
+$67.8M
(+8.9%)
Cap. Flow
+$21.2M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
47.87%
Holding
246
New
20
Increased
112
Reduced
85
Closed
14
Top Buys
| 1 |
VanEck High Yield Muni ETF
HYD
|
+$4.48M |
| 2 |
AAUS
Alpha Architect US Equity ETF
AAUS
|
+$2.01M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$2M |
| 4 |
Apple
AAPL
|
+$1.52M |
| 5 |
Toll Brothers
TOL
|
+$1.51M |
Top Sells
| 1 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.86M |
| 2 |
Tesla
TSLA
|
+$634K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$534K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$521K |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$389K |
Sector Composition
| 1 | Technology | 7.89% |
| 2 | Financials | 2.5% |
| 3 | Consumer Discretionary | 2.3% |
| 4 | Communication Services | 2.1% |
| 5 | Healthcare | 1.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Russell 1000 Value ETF
IWD
$81.4B
| $289K | 0.03% |
+1,420
| New | +$282K |
|
177
Morgan Stanley
MS
$359B
| $289K | 0.03% |
1,816
-1
| -0.1% | -$148 |
|
178
Royal Caribbean
RCL
$75.9B
| $288K | 0.03% |
889
+29
| +3% | +$9.69K |
|
179
Arista Networks
ANET
$230B
| $281K | 0.03% |
+1,929
| New | +$248K |
|
180
Mercado Libre
MELI
$95B
| $280K | 0.03% |
120
+4
| +3% | +$9.6K |
|
181
Vanguard Total International Bond ETF
BNDX
$82.2B
| $278K | 0.03% |
5,623
-69
| -1% | -$3.4K |
|
182
iShares Gold Trust
IAU
$63B
| $277K | 0.03% |
3,810
| – | – |
|
183
Veeva Systems
VEEV
$31.4B
| $277K | 0.03% |
929
+26
| +3% | +$7.32K |
|
184
Progressive
PGR
$132B
| $276K | 0.03% |
1,118
-46
| -4% | -$11.3K |
|
185
Boeing
BA
$171B
| $269K | 0.03% |
1,248
+40
| +3% | +$9.02K |
|
186
Parker-Hannifin
PH
$122B
| $265K | 0.03% |
349
-39
| -10% | -$28.8K |
|
187
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
| $263K | 0.03% |
568
| – | – |
|
|
BNY
188
Bank of New York Mellon
BNY
$106B
| $263K | 0.03% |
2,418
-519
| -18% | -$52.9K |
|
189
Thermo Fisher Scientific
TMO
$198B
| $260K | 0.03% |
+537
| New | +$250K |
|
190
Lam Research
LRCX
$433B
| $260K | 0.03% |
+1,938
| New | +$205K |
|
191
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
| $258K | 0.03% |
1,362
-157
| -10% | -$29.3K |
|
192
Applied Materials
AMAT
$473B
| $258K | 0.03% |
1,262
+35
| +3% | +$6.35K |
|
|
SCHW
193
Charles Schwab
SCHW
$176B
| $257K | 0.03% |
+2,694
| New | +$256K |
|
194
CVS Health
CVS
$135B
| $255K | 0.03% |
3,380
+442
| +15% | +$30.3K |
|
195
Welltower
WELL
$167B
| $254K | 0.03% |
1,426
+87
| +6% | +$14.3K |
|
196
SPDR Gold Trust
GLD
$131B
| $252K | 0.03% |
+709
| New | +$226K |
|
197
Ameriprise Financial
AMP
$46.6B
| $251K | 0.03% |
510
+3
| +0.6% | +$1.54K |
|
198
S&P Global
SPGI
$130B
| $243K | 0.03% |
499
+4
| +0.8% | +$2.14K |
|
199
McKesson
MCK
$94.1B
| $243K | 0.03% |
314
+3
| +1% | +$2.11K |
|
200
Southern Company
SO
$108B
| $241K | 0.03% |
2,539
+100
| +4% | +$9.34K |
|
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