RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.14B
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.37M
3
+$1.65M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.19M

Top Sells

1
+$859K
2
+$444K
3
+$433K
4
AQ
Aquantia Corp. Common Stock
AQ
+$345K
5
CMCSA icon
Comcast
CMCSA
+$343K

Sector Composition

1 Technology 3.79%
2 Healthcare 1.61%
3 Industrials 1.46%
4 Financials 1.28%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.32%
10,477
-510
27
$1.22M 0.31%
10,769
+393
28
$1.21M 0.31%
8,061
-2,887
29
$1.19M 0.3%
14,018
-2,595
30
$1.03M 0.26%
11,708
+8,328
31
$1.02M 0.26%
41,111
-406
32
$1.02M 0.26%
4,743
+87
33
$994K 0.25%
21,013
-794
34
$903K 0.23%
7,527
-25
35
$892K 0.23%
69,750
-27,000
36
$872K 0.22%
7,732
-725
37
$857K 0.22%
16,623
-2,223
38
$837K 0.21%
33,334
+2,354
39
$833K 0.21%
8,320
-200
40
$819K 0.21%
+13,445
41
$814K 0.21%
31,381
+60
42
$775K 0.2%
30,561
+30
43
$772K 0.2%
17,717
+1,010
44
$728K 0.18%
4,800
-126
45
$717K 0.18%
+3,458
46
$708K 0.18%
13,470
-3,964
47
$708K 0.18%
11,048
-2,928
48
$698K 0.18%
1,877
-104
49
$685K 0.17%
19,664
+1,927
50
$643K 0.16%
19,275
+14
1
2
3 4 5