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
$834M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.09M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.71M
5
TOL icon
Toll Brothers
TOL
+$1.6M

Top Sells

1
+$1.9M
2
+$813K
3
+$561K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$541K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$401K

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
PINS icon
201
Pinterest
PINS
$22.2B
$241K 0.03%
7,478
+48
C icon
202
Citigroup
C
$172B
$240K 0.03%
+2,363
BND icon
203
Vanguard Total Bond Market
BND
$138B
$237K 0.03%
3,188
-114
KLAC icon
204
KLA
KLAC
$145B
$236K 0.03%
+219
CB icon
205
Chubb
CB
$107B
$227K 0.03%
804
-7
CMCSA icon
206
Comcast
CMCSA
$108B
$227K 0.03%
7,217
-905
TRV icon
207
Travelers Companies
TRV
$58.9B
$226K 0.03%
808
-54
GM icon
208
General Motors
GM
$54.6B
$224K 0.03%
+3,672
KR icon
209
Kroger
KR
$45.6B
$223K 0.03%
3,312
+410
HUM icon
210
Humana
HUM
$32.1B
$222K 0.03%
853
+33
MO icon
211
Altria Group
MO
$108B
$220K 0.03%
+3,337
OBIL icon
212
US Treasury 12 Month Bill ETF
OBIL
$287M
$218K 0.03%
4,336
-3,400
WM icon
213
Waste Management
WM
$85.9B
$215K 0.03%
973
NOC icon
214
Northrop Grumman
NOC
$85.8B
$211K 0.03%
+346
BKNG icon
215
Booking.com
BKNG
$161B
$211K 0.03%
39
-6
ZBRA icon
216
Zebra Technologies
ZBRA
$14.9B
$210K 0.03%
708
-3
IJJ icon
217
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.88B
$210K 0.03%
1,621
-16
TMUS icon
218
T-Mobile US
TMUS
$255B
$210K 0.03%
878
+12
TSCO icon
219
Tractor Supply
TSCO
$29.2B
$210K 0.03%
+3,691
UNP icon
220
Union Pacific
UNP
$133B
$209K 0.03%
+886
IJK icon
221
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.11B
$209K 0.03%
2,178
-37
ESGD icon
222
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$208K 0.02%
2,233
-37
BSX icon
223
Boston Scientific
BSX
$145B
$208K 0.02%
2,126
-386
TPR icon
224
Tapestry
TPR
$24.1B
$206K 0.02%
+1,819
AIG icon
225
American International
AIG
$42.7B
$204K 0.02%
+2,596
6 7 8
9
10