Asset Manager
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Revolve Wealth Partners, LLC
411 HACKENSACK AVENUE SUITE 1005, HACKENSACK, NJ 047601 • 201-373-2163
Market Value
$833M
+8.9%
Holdings
243
+2
New Purchases
20
Added To
110
Closed
14
Reduced
84
Top 10 Concentration
47.9%
Turnover
14.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AAPL | 2.29% | 1.83% | +0.46% | $19M |
| HYD | 1.96% | 1.51% | +0.45% | $16M |
| AAUS | 0.25% | 0.00% | +0.25% | $2M |
| TOL | 0.19% | 0.00% | +0.19% | $2M |
| NVDA | 1.73% | 1.56% | +0.17% | $14M |
| SCHF | 2.89% | 2.73% | +0.16% | $24M |
| IVAL | 5.07% | 4.93% | +0.14% | $42M |
| GOOGL | 0.52% | 0.40% | +0.13% | $4M |
| LEN | 0.11% | 0.00% | +0.11% | $939K |
| TSLA | 0.83% | 0.72% | +0.11% | $7M |
| AVUV | 1.56% | 1.46% | +0.11% | $13M |
| GOOG | 0.31% | 0.24% | +0.07% | $3M |
| IVV | 1.56% | 1.49% | +0.07% | $13M |
| ITAN | 3.33% | 3.28% | +0.06% | $28M |
| IWM | 0.35% | 0.30% | +0.05% | $3M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| HYMB | 3.32% | 3.84% | -0.52% | $28M |
| IEFA | 6.09% | 6.34% | -0.25% | $51M |
| VTI | 15.41% | 15.60% | -0.19% | $128M |
| QMOM | 3.28% | 3.46% | -0.17% | $27M |
| DFCF | 2.11% | 2.25% | -0.14% | $18M |
| TBIL | 3.07% | 3.18% | -0.11% | $26M |
| DLN | 2.18% | 2.29% | -0.11% | $18M |
| TFI | 2.31% | 2.41% | -0.10% | $19M |
| SCHZ | 2.12% | 2.20% | -0.08% | $18M |
| V | 0.49% | 0.56% | -0.07% | $4M |
| IWF | 0.31% | 0.37% | -0.06% | $3M |
| AMGN | 0.49% | 0.55% | -0.06% | $4M |
| CL | 0.23% | 0.29% | -0.06% | $2M |
| AMZN | 0.71% | 0.77% | -0.06% | $6M |
| EFG | 0.71% | 0.76% | -0.06% | $6M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 84.1% |
| Technology | 7.3% |
| Healthcare | 2.2% |
| Communication Services | 2.1% |
| Consumer Cyclical | 1.7% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 65 | $301M | 36.2% |
| Large Cap | 136 | $250M | 30.1% |
| Mid Cap | 19 | $119M | 14.3% |
| Small Cap | 19 | $92M | 11.0% |
| Micro Cap | 4 | $70M | 8.4% |
Portfolio Analytics
Avg Market Cap
$286.7B
Median Market Cap
$90.1B
Avg P/E
33.8
Median P/E
24.5
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
139
# ETFs / Funds
104
Top Holdings (243 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | 15.41% | 391,033 | $128M | $328.17 | $9M | -1,648 | -0.4% | |
| 2 | IEFA | 6.09% | 580,822 | $51M | $87.31 | $2M | +6 | — | |
| 3 | IVAL | 5.07% | 1,399,493 | $42M | $30.17 | $5M | +46,647 | +3.5% | |
| 4 | ITAN | 3.33% | 799,798 | $28M | $34.71 | $3M | +23,746 | +3.1% | |
| 5 | HYMB | 3.32% | 1,108,013 | $28M | $24.93 | -$2M | -76,195 | -6.4% | |
| 6 | QMOM | 3.28% | 424,355 | $27M | $64.44 | $910K | +17,527 | +4.3% | |
| 7 | SYLD | 3.15% | 381,901 | $26M | $68.66 | $2M | +15,829 | +4.3% | |
| 8 | TBIL | 3.07% | 510,740 | $26M | $50.00 | $1M | +24,253 | +5.0% | |
| 9 | SCHF | 2.89% | 1,033,860 | $24M | $23.28 | $3M | +88,570 | +9.4% | |
| 10 | TFI | 2.31% | 421,438 | $19M | $45.57 | $785K | +9,093 | +2.2% | |
| 11 | AAPL | 2.29% | 74,815 | $19M | $254.63 | $5M | +6,734 | +9.9% | |
| 12 | IQDG | 2.20% | 459,464 | $18M | $39.88 | $1M | +33,508 | +7.9% | |
| 13 | DLN | 2.18% | 208,829 | $18M | $87.03 | $643K | -4,598 | -2.1% | |
| 14 | SCHZ | 2.12% | 753,124 | $18M | $23.47 | $832K | +28,333 | +3.9% | |
| 15 | DFCF | 2.11% | 411,245 | $18M | $42.76 | $400K | +4,606 | +1.1% | |
| 16 | HYD | 1.96% | 320,604 | $16M | $50.90 | $5M | +89,992 | +39.0% | |
| 17 | MUB | 1.82% | 142,195 | $15M | $106.49 | $1M | +8,880 | +6.7% | |
| 18 | MSFT | 1.78% | 28,644 | $15M | $517.95 | $1M | +1,259 | +4.6% | |
| 19 | NVDA | 1.73% | 77,183 | $14M | $186.58 | $2M | +1,778 | +2.4% | |
| 20 | SCHG | 1.72% | 448,374 | $14M | $31.91 | $1M | -2,382 | -0.5% | |
| 21 | AVUV | 1.56% | 130,878 | $13M | $99.53 | $2M | +8,626 | +7.1% | |
| 22 | IVV | 1.56% | 19,438 | $13M | $669.31 | $2M | +1,023 | +5.6% | |
| 23 | SCHX | 1.35% | 428,227 | $11M | $26.34 | $759K | -2,238 | -0.5% | |
| 24 | VEA | 0.96% | 133,949 | $8M | $59.92 | $667K | +4,863 | +3.8% | |
| 25 | VUG | 0.87% | 15,089 | $7M | $479.62 | $509K | -258 | -1.7% | |
| 26 | TSLA | 0.83% | 15,578 | $7M | $444.72 | $1M | -1,829 | -10.5% | |
| 27 | META | 0.78% | 8,828 | $6M | $734.40 | $581K | +831 | +10.4% | |
| 28 | AMZN | 0.71% | 27,018 | $6M | $219.57 | $50K | +208 | +0.8% | |
| 29 | PHB | 0.71% | 319,158 | $6M | $18.58 | $291K | +13,670 | +4.5% | |
| 30 | EFG | 0.71% | 51,622 | $6M | $113.88 | $53K | -395 | -0.8% | |
| 31 | SPY | 0.61% | 7,652 | $5M | $666.16 | $326K | -71 | -0.9% | |
| 32 | VXUS | 0.56% | 63,696 | $5M | $73.46 | $280K | +26 | +0.0% | |
| 33 | JPM | 0.54% | 14,165 | $4M | $315.43 | $397K | +123 | +0.9% | |
| 34 | GOOGL | 0.52% | 17,981 | $4M | $243.11 | $1M | +631 | +3.6% | |
| 35 | V | 0.49% | 11,979 | $4M | $341.39 | -$231K | -191 | -1.6% | |
| 36 | AMGN | 0.49% | 14,461 | $4M | $282.20 | -$143K | -666 | -4.4% | |
| 37 | VOO | 0.47% | 6,392 | $4M | $612.39 | -$88K | -654 | -9.3% | |
| 38 | BRK-B | 0.40% | 6,590 | $3M | $502.71 | $136K | +49 | +0.8% | |
| 39 | SCHM | 0.38% | 107,906 | $3M | $29.64 | $164K | -258 | -0.2% | |
| 40 | VO | 0.38% | 10,681 | $3M | $293.73 | $62K | -307 | -2.8% | |
| 41 | AVGO | 0.37% | 9,410 | $3M | $329.92 | $585K | +270 | +3.0% | |
| 42 | IWM | 0.35% | 12,101 | $3M | $241.97 | $658K | +1,579 | +15.0% | |
| 43 | DFSI | 0.31% | 63,720 | $3M | $40.95 | $53K | -1,144 | -1.8% | |
| 44 | SCHD | 0.31% | 95,141 | $3M | $27.30 | $53K | -869 | -0.9% | |
| 45 | GOOG | 0.31% | 10,637 | $3M | $243.55 | $781K | +436 | +4.3% | |
| 46 | IWF | 0.31% | 5,498 | $3M | $468.41 | -$268K | -1,198 | -17.9% | |
| 47 | EFV | 0.31% | 37,523 | $3M | $67.83 | $140K | -373 | -1.0% | |
| 48 | QQQ | 0.30% | 4,204 | $3M | $600.36 | $30K | -316 | -7.0% | |
| 49 | SCHA | 0.30% | 89,366 | $2M | $27.90 | $246K | +548 | +0.6% | |
| 50 | IXUS | 0.29% | 28,954 | $2M | $82.58 | $154K | +18 | +0.1% | |
| 51 | IJR | 0.28% | 19,856 | $2M | $118.83 | $182K | -66 | -0.3% | |
| 52 | NULG | 0.27% | 22,977 | $2M | $99.45 | $53K | -776 | -3.3% | |
| 53 | VB | 0.27% | 8,926 | $2M | $254.28 | $232K | +328 | +3.8% | |
| 54 | MDY | 0.27% | 3,785 | $2M | $596.03 | $116K | +8 | +0.2% | |
| 55 | DSI | 0.26% | 17,459 | $2M | $125.95 | $120K | -437 | -2.4% | |
| 56 | IJH | 0.25% | 32,414 | $2M | $65.26 | $100K | -79 | -0.2% | |
| 57 | AAUS | 0.25% | 38,673 | $2M | $53.99 | — | +38,673 | — | NEW |
| 58 | MA | 0.25% | 3,624 | $2M | $568.89 | $35K | +17 | +0.5% | |
| 59 | CL | 0.23% | 24,474 | $2M | $79.94 | -$282K | -157 | -0.6% | |
| 60 | NULV | 0.23% | 44,175 | $2M | $43.83 | $97K | +296 | +0.7% | |
| 61 | EQIX | 0.23% | 2,462 | $2M | $783.24 | -$180K | -188 | -7.1% | |
| 62 | COMP | 0.22% | 228,876 | $2M | $8.03 | $401K | +53 | +0.0% | |
| 63 | ABBV | 0.21% | 7,555 | $2M | $231.54 | $375K | +150 | +2.0% | |
| 64 | ORCL | 0.20% | 6,048 | $2M | $281.25 | $455K | +347 | +6.1% | |
| 65 | TOL | 0.19% | 11,566 | $2M | $138.14 | — | +11,566 | — | NEW |
| 66 | NYF | 0.18% | 28,827 | $2M | $53.35 | $41K | +111 | +0.4% | |
| 67 | AVSD | 0.18% | 21,076 | $2M | $71.55 | $58K | -385 | -1.8% | |
| 68 | VOE | 0.17% | 8,052 | $1M | $174.58 | $82K | +1 | +0.0% | |
| 69 | JNJ | 0.17% | 7,554 | $1M | $185.42 | $346K | +652 | +9.4% | |
| 70 | NUSC | 0.17% | 31,525 | $1M | $44.10 | $136K | +739 | +2.4% | |
| 71 | DMXF | 0.16% | 17,249 | $1M | $75.74 | $16K | -80 | -0.5% | |
| 72 | NFLX | 0.16% | 1,081 | $1M | $1,198.92 | -$160K | -6 | -0.6% | |
| 73 | XONA.DE | 0.15% | 11,222 | $1M | $112.75 | $261K | +1,908 | +20.5% | |
| 74 | AMD | 0.15% | 7,735 | $1M | $161.79 | $181K | +194 | +2.6% | |
| 75 | DFSV | 0.15% | 38,886 | $1M | $31.84 | $56K | -1,297 | -3.2% | |
| 76 | UNH | 0.15% | 3,584 | $1M | $345.30 | $167K | +153 | +4.5% | |
| 77 | PLTR | 0.14% | 6,592 | $1M | $182.42 | $317K | +99 | +1.5% | |
| 78 | NUMG | 0.14% | 24,565 | $1M | $48.68 | $10K | +83 | +0.3% | |
| 79 | APH | 0.14% | 9,443 | $1M | $123.75 | -$28K | -2,674 | -22.1% | |
| 80 | VTEB | 0.14% | 22,503 | $1M | $50.07 | -$32K | -1,137 | -4.8% | |
| 81 | COST | 0.13% | 1,207 | $1M | $925.76 | -$91K | -13 | -1.1% | |
| 82 | VIG | 0.13% | 5,169 | $1M | $215.79 | $51K | -34 | -0.7% | |
| 83 | HD | 0.13% | 2,716 | $1M | $405.17 | $130K | +68 | +2.6% | |
| 84 | LLY | 0.13% | 1,438 | $1M | $763.02 | -$95K | -92 | -6.0% | |
| 85 | NUMV | 0.13% | 27,764 | $1M | $38.69 | $83K | +279 | +1.0% | |
| 86 | IWP | 0.13% | 7,370 | $1M | $142.41 | $72K | +324 | +4.6% | |
| 87 | WMT | 0.12% | 9,926 | $1M | $103.06 | $62K | +96 | +1.0% | |
| 88 | UBER | 0.12% | 10,406 | $1M | $97.97 | -$150K | -2,127 | -17.0% | |
| 89 | BX | 0.12% | 5,844 | $998K | $170.85 | $91K | -224 | -3.7% | |
| 90 | SHOP | 0.12% | 6,716 | $998K | $148.61 | $78K | -1,264 | -15.8% | |
| 91 | AGG | 0.12% | 9,624 | $965K | $100.25 | $30K | +204 | +2.2% | |
| 92 | LEN | 0.11% | 7,448 | $939K | $126.04 | — | +7,448 | — | NEW |
| 93 | PG | 0.11% | 5,882 | $904K | $153.64 | -$49K | -95 | -1.6% | |
| 94 | IWS | 0.11% | 6,440 | $899K | $139.67 | $89K | +307 | +5.0% | |
| 95 | VOT | 0.11% | 3,060 | $899K | $293.76 | -$48K | -270 | -8.1% | |
| 96 | ISRG | 0.10% | 1,949 | $872K | $447.23 | -$259K | -131 | -6.3% | |
| 97 | RTX | 0.10% | 5,045 | $844K | $167.33 | $93K | -99 | -1.9% | |
| 98 | NOW | 0.10% | 896 | $825K | $920.28 | -$108K | -11 | -1.2% | |
| 99 | FNDX | 0.10% | 31,307 | $823K | $26.30 | $53K | -100 | -0.3% | |
| 100 | BAC | 0.09% | 14,731 | $760K | $51.59 | $115K | +1,098 | +8.1% |
Options Breakdown
1 Calls
$0 Call Value
1 Puts
$0 Put Value