We are live on
!
Find out more
RWP
Revolve Wealth Partners Portfolio holdings
AUM
$965M
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
% of AUM
98.27%
Top 10 Holdings %
Top 10 Hldgs %
50.44%
Holding
151
New
151
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$34M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$28.1M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$17.3M |
| 4 |
Alpha Architect International Quantitative Value ETF
IVAL
|
+$15.1M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$14.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 77.55% |
| 2 | Technology | 7.09% |
| 3 | Healthcare | 4.77% |
| 4 | Consumer Discretionary | 4.19% |
| 5 | Financials | 2.62% |
Similar funds
BST
BEAM
GIG
ACP
IECM
LSA
LAM
SWM
Revolve Wealth Partners's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Revolve Wealth Partners, which disclosed 151 positions worth $347M. Its ten largest holdings account for 50% of the portfolio.
Its largest position is WisdomTree US LargeCap Dividend Fund: 537,629 shares worth $35.5M.
By sector, the portfolio is most concentrated in Miscellaneous at 78% of assets, followed by Technology and Healthcare.
- Revolve Wealth Partners's largest Q4 2021 buy was WisdomTree US LargeCap Dividend Fund: 537,629 shares worth $35.5M.
- Revolve Wealth Partners's ten largest holdings make up 50% of its $347M portfolio in Q4 2021.
- Revolve Wealth Partners disclosed 151 positions in Q4 2021, its first 13F filing on record.
Based on Revolve Wealth Partners's 13F filing for Q4 2021, filed 4 Feb 2022.