RWP

Revolve Wealth Partners Portfolio holdings

AUM $851M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$834M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.01M
3
+$2M
4
AAPL icon
Apple
AAPL
+$1.52M
5
TOL icon
Toll Brothers
TOL
+$1.51M

Top Sells

1
+$1.86M
2
+$634K
3
+$534K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$521K
5
DLN icon
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
IWD icon
176
iShares Russell 1000 Value ETF
IWD
$68.1B
$289K 0.03%
+1,420
MS icon
177
Morgan Stanley
MS
$251B
$289K 0.03%
1,816
-1
RCL icon
178
Royal Caribbean
RCL
$70.7B
$288K 0.03%
889
+29
ANET icon
179
Arista Networks
ANET
$146B
$281K 0.03%
+1,929
MELI icon
180
Mercado Libre
MELI
$82.1B
$280K 0.03%
120
+4
BNDX icon
181
Vanguard Total International Bond ETF
BNDX
$76.3B
$278K 0.03%
5,623
-69
IAU icon
182
iShares Gold Trust
IAU
$72.3B
$277K 0.03%
3,810
VEEV icon
183
Veeva Systems
VEEV
$28.7B
$277K 0.03%
929
+26
PGR icon
184
Progressive
PGR
$118B
$276K 0.03%
1,118
-46
BA icon
185
Boeing
BA
$149B
$269K 0.03%
1,248
+40
PH icon
186
Parker-Hannifin
PH
$109B
$265K 0.03%
349
-39
DIA icon
187
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.7B
$263K 0.03%
568
BK icon
188
Bank of New York Mellon
BK
$79.3B
$263K 0.03%
2,418
-519
TMO icon
189
Thermo Fisher Scientific
TMO
$178B
$260K 0.03%
+537
LRCX icon
190
Lam Research
LRCX
$250B
$260K 0.03%
+1,938
RSP icon
191
Invesco S&P 500 Equal Weight ETF
RSP
$82.5B
$258K 0.03%
1,362
-157
AMAT icon
192
Applied Materials
AMAT
$256B
$258K 0.03%
1,262
+35
SCHW icon
193
Charles Schwab
SCHW
$163B
$257K 0.03%
+2,694
CVS icon
194
CVS Health
CVS
$89.2B
$255K 0.03%
3,380
+442
WELL icon
195
Welltower
WELL
$136B
$254K 0.03%
1,426
+87
GLD icon
196
SPDR Gold Trust
GLD
$153B
$252K 0.03%
+709
AMP icon
197
Ameriprise Financial
AMP
$39.8B
$251K 0.03%
510
+3
SPGI icon
198
S&P Global
SPGI
$125B
$243K 0.03%
499
+4
MCK icon
199
McKesson
MCK
$105B
$243K 0.03%
314
+3
SO icon
200
Southern Company
SO
$109B
$241K 0.03%
2,539
+100
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8
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