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
76
$397K 0.1%
33,870
+3,042
77
$390K 0.1%
2,369
+280
78
$378K 0.1%
13,275
+305
79
$377K 0.1%
2,298
80
$375K 0.1%
3,759
+106
81
$371K 0.09%
2,104
-483
82
$366K 0.09%
4,050
-1,385
83
$359K 0.09%
4,891
-127
84
$352K 0.09%
8,585
+874
85
$351K 0.09%
5,880
-14
86
$347K 0.09%
1,477
+30
87
$335K 0.08%
2,178
-46
88
$323K 0.08%
800
89
$321K 0.08%
4,481
+123
90
$310K 0.08%
12,956
-4,060
91
$288K 0.07%
985
-67
92
$285K 0.07%
5,266
-375
93
$279K 0.07%
11,096
+1,876
94
$275K 0.07%
5,678
+110
95
$274K 0.07%
791
+26
96
$266K 0.07%
+7,032
97
$260K 0.07%
6,800
98
$252K 0.06%
5,174
+255
99
$251K 0.06%
1,500
-11
100
$248K 0.06%
1,230
-200
1 2 3
4
5