RCWMU
Rothschild & Co Wealth Management (UK) Portfolio holdings
AUM
$6.36B
1-Year Est. Return
8.73%
This Fund
S&P 500
1 Year Est. Return
+8.73%
AUM
$6.36B
AUM Growth
+$141M
(+2.3%)
Holding
26
Top Buys
| 1 | +$5.58M | |
| 2 | +$5.36M | |
| 3 | +$4.34M | |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$3.85M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$3.59M |
Top Sells
| 1 | +$2.52M | |
| 2 | +$2.14M | |
| 3 | +$1.13M | |
| 4 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
+$1.08M |
| 5 |
Cable One
CABO
|
+$208K |
Sector Composition
| 1 | Financials | 59.11% |
| 2 | Industrials | 15.25% |
| 3 | Consumer Discretionary | 12.47% |
| 4 | Communication Services | 9.09% |
| 5 | Technology | 3.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Mid-Cap Growth ETF
VOT
$16.6B
| – | – |
-3,842
|
|