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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
+6.8%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$347M
AUM Growth
–
Cap. Flow
+$341M
Cap. Flow %
98.35%
Top 10 Hldgs %
50.48%
Holding
149
New
149
Increased
–
Reduced
–
Closed
–

Top Buys

1
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$34M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$28.1M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$17.3M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$15.1M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.04%
2 Healthcare 4.77%
3 Consumer Discretionary 4.2%
4 Financials 2.62%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLN icon
1
WisdomTree US LargeCap Dividend Fund
DLN
$6.21B
$35.5M 10.23%
+537,629
New +$34M
SCHX icon
2
Schwab US Large- Cap ETF
SCHX
$72.2B
$28.9M 8.32%
+1,523,286
New +$28.1M
SCHG icon
3
Schwab US Large-Cap Growth ETF
SCHG
$60.1B
$17.7M 5.09%
+863,560
New +$17.3M
IVAL icon
4
Alpha Architect International Quantitative Value ETF
IVAL
$213M
$14.9M 4.28%
+564,461
New +$15.1M
SCHF icon
5
Schwab International Equity ETF
SCHF
$65.5B
$14.7M 4.22%
+754,364
New +$14.8M
HYMB icon
6
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.09B
$13.6M 3.91%
+451,690
New +$13.5M
TFI icon
7
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.08B
$13.1M 3.77%
+253,258
New +$13.1M
SCHM icon
8
Schwab US Mid-Cap ETF
SCHM
$14.7B
$12.7M 3.66%
+474,162
New +$12.6M
IVV icon
9
iShares Core S&P 500 ETF
IVV
$888B
$12.3M 3.56%
+25,885
New +$11.9M
SCHA icon
10
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$12M 3.44%
+466,836
New +$12.1M
AAPL icon
11
Apple
AAPL
$4.66T
$10.4M 2.98%
+58,349
New +$9.22M
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$186B
$8.41M 2.42%
+112,686
New +$8.47M
AMGN icon
13
Amgen
AMGN
$195B
$6.42M 1.85%
+28,524
New +$6.02M
AMZN icon
14
Amazon
AMZN
$2.66T
$6.17M 1.78%
+36,980
New +$6.33M
JMST icon
15
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.02B
$6.13M 1.77%
+120,052
New +$6.13M
MSFT icon
16
Microsoft
MSFT
$2.9T
$6.07M 1.75%
+18,060
New +$5.86M
SCHZ icon
17
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$5.86M 1.69%
+217,550
New +$5.88M
TSLA icon
18
Tesla
TSLA
$1.48T
$5.46M 1.57%
+15,495
New +$5.2M
IJH icon
19
iShares Core S&P Mid-Cap ETF
IJH
$122B
$4.47M 1.29%
+79,040
New +$4.4M
IJR icon
20
iShares Core S&P Small-Cap ETF
IJR
$109B
$4.44M 1.28%
+38,787
New +$4.42M
VXUS icon
21
Vanguard Total International Stock ETF
VXUS
$153B
$3.43M 0.99%
+53,904
New +$3.46M
VO icon
22
Vanguard Mid-Cap ETF
VO
$106B
$3.42M 0.98%
+53,616
New +$3.36M
MUB icon
23
iShares National Muni Bond ETF
MUB
$45.7B
$3.38M 0.97%
+29,081
New +$3.38M
EFG icon
24
iShares MSCI EAFE Growth ETF
EFG
$16.5B
$3.22M 0.93%
+29,170
New +$3.19M
META icon
25
Meta Platforms (Facebook)
META
$1.67T
$3.1M 0.89%
+9,224
New +$3.06M
1
2 3 4 5

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