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
$776M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$72.1M
2
+$42.3M
3
+$33.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$27.1M
5
IAU icon
iShares Gold Trust
IAU
+$26.5M

Top Sells

1
+$128M
2
+$38.1M
3
+$15.8M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$14.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.31M

Sector Composition

1 Technology 4.57%
2 Healthcare 2.2%
3 Financials 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$221K 0.03%
5,526
+105
227
$221K 0.03%
+1,179
228
$220K 0.03%
+5,671
229
$220K 0.03%
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230
$218K 0.03%
+16,841
231
$215K 0.03%
+2,260
232
$211K 0.03%
+8,846
233
$211K 0.03%
+2,023
234
$209K 0.03%
+1,413
235
$207K 0.03%
5,678
-1,229
236
$205K 0.03%
+5,566
237
$205K 0.03%
+1,824
238
$205K 0.03%
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239
$204K 0.03%
+8,812
240
$204K 0.03%
2,310
-9,271
241
$201K 0.03%
+2,967
242
$200K 0.03%
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243
$187K 0.02%
28,852
+11,362
244
$185K 0.02%
19,020
+1,056
245
$175K 0.02%
+17,042
246
$173K 0.02%
+63,801
247
$172K 0.02%
+13,550
248
$167K 0.02%
+16,604
249
$161K 0.02%
+30,842
250
$155K 0.02%
+16,851
8 9
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