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
$1.2B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$16.6M
3
+$16.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.11M

Top Sells

1
+$35.3M
2
+$2.35M
3
+$957K
4
VT icon
Vanguard Total World Stock ETF
VT
+$641K
5
STWD icon
Starwood Property Trust
STWD
+$367K

Sector Composition

1 Technology 6.96%
2 Financials 4.89%
3 Consumer Discretionary 3.12%
4 Healthcare 2.48%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$455K 0.04%
104,262
+26,472
227
$446K 0.04%
1,484
-25
228
$439K 0.04%
18,448
+4,698
229
$437K 0.04%
8,655
-1,378
230
$436K 0.04%
7,314
+1,307
231
$435K 0.04%
4,783
-9
232
$431K 0.04%
880
+240
233
$430K 0.04%
1,537
+350
234
$428K 0.04%
4,860
+1,709
235
$424K 0.04%
3,000
+1,146
236
$423K 0.04%
17,852
+7,133
237
$423K 0.04%
8,107
+2,336
238
$422K 0.04%
17,320
+5,633
239
$421K 0.04%
20,152
+6,271
240
$420K 0.04%
4,713
-700
241
$418K 0.03%
9,585
+501
242
$405K 0.03%
8,979
+3,294
243
$399K 0.03%
2,532
+24
244
$397K 0.03%
6,385
-393
245
$396K 0.03%
25,249
-11,604
246
$396K 0.03%
2,773
+360
247
$395K 0.03%
4,238
+1,236
248
$392K 0.03%
4,449
+1,226
249
$391K 0.03%
4,963
-1,320
250
$388K 0.03%
12,220
-1,643
8 9
10
11 12