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
$890M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.95M
3
+$6.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.33M
5
IAU icon
iShares Gold Trust
IAU
+$5.12M

Top Sells

1
+$3.13M
2
+$1.47M
3
+$1.43M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$772K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$736K

Sector Composition

1 Technology 5.1%
2 Consumer Discretionary 2.5%
3 Healthcare 2.18%
4 Financials 1.97%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$264K 0.03%
+2,784
227
$264K 0.03%
+2,626
228
$262K 0.03%
+9,209
229
$262K 0.03%
+3,336
230
$260K 0.03%
46,507
+5,288
231
$255K 0.03%
2,633
-671
232
$254K 0.03%
+10,712
233
$251K 0.03%
+1,249
234
$250K 0.03%
5,306
-1,211
235
$249K 0.03%
+4,342
236
$248K 0.03%
37,206
+1,209
237
$245K 0.03%
2,745
-3,545
238
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+970
239
$244K 0.03%
3,857
-200
240
$244K 0.03%
+2,395
241
$244K 0.03%
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-5,333
242
$243K 0.03%
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243
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-2,445
244
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20,750
+3,909
245
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246
$237K 0.03%
+1,066
247
$233K 0.03%
1,378
+199
248
$231K 0.03%
+12,859
249
$229K 0.03%
+5,596
250
$228K 0.03%
+699
8 9
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