RWM
Ritholtz Wealth Management Portfolio holdings
AUM
$4.53B
1-Year Return
18.97%
This Quarter Return
+3.83%
1 Year Return
+18.97%
3 Year Return
+75.65%
5 Year Return
+122.65%
10 Year Return
–
AUM
$395M
AUM Growth
+$26.9M
(+7.3%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
3.52%
Top 10 Holdings %
Top 10 Hldgs %
77.34%
Holding
121
New
6
Increased
53
Reduced
51
Closed
6
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.56M |
| 2 |
Apple
AAPL
|
$2.37M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$1.65M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$1.4M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.19M |
Top Sells
| 1 |
Codexis
CDXS
|
$859K |
| 2 |
WGL
Wgl Holdings
WGL
|
$444K |
| 3 |
Visa
V
|
$433K |
| 4 |
AQ
Aquantia Corp. Common Stock
AQ
|
$345K |
| 5 |
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% |
