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
51
$636K 0.16%
5,741
-33
52
$585K 0.15%
5,973
-17
53
$582K 0.15%
6,995
-1,853
54
$582K 0.15%
9,640
-280
55
$579K 0.15%
3,800
-46
56
$568K 0.14%
9,150
-825
57
$562K 0.14%
5,028
+60
58
$558K 0.14%
7,742
-1,177
59
$553K 0.14%
12,568
-1,636
60
$522K 0.13%
8,740
+200
61
$506K 0.13%
20,487
-108
62
$501K 0.13%
+20,600
63
$480K 0.12%
5,075
+227
64
$466K 0.12%
5,719
-2,337
65
$465K 0.12%
11,120
+1,112
66
$444K 0.11%
4,010
+197
67
$443K 0.11%
9,292
+4,871
68
$441K 0.11%
8,065
+961
69
$432K 0.11%
905
+103
70
$432K 0.11%
6,385
+33
71
$429K 0.11%
25,560
+2,714
72
$429K 0.11%
6,412
-106
73
$423K 0.11%
5,475
-1,151
74
$410K 0.1%
2,834
-13
75
$405K 0.1%
5,293
-51
1 2
3
4 5