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
251
$151K 0.02%
+10,833
252
$137K 0.02%
+12,252
253
$137K 0.02%
13,377
+2,866
254
$135K 0.02%
+25,112
255
$126K 0.02%
+22,208
256
$117K 0.02%
70,844
+24,592
257
$114K 0.01%
13,241
+9,282
258
$110K 0.01%
16,496
+3,412
259
$107K 0.01%
+11,771
260
$105K 0.01%
26,757
+15,538
261
$97K 0.01%
34,601
+6,903
262
$95K 0.01%
13,604
+2,047
263
$86K 0.01%
+1,904
264
$84K 0.01%
14,979
+2,977
265
$77K 0.01%
2,468
266
$69K 0.01%
+11,956
267
$69K 0.01%
+2,038
268
$68K 0.01%
+10,180
269
$65K 0.01%
33,664
+14,153
270
$64K 0.01%
1,840
+27
271
$63K 0.01%
+30,420
272
$57K 0.01%
15,393
+2,839
273
– –
0
274
$38K ﹤0.01%
18,249
+3,567
275
$37K ﹤0.01%
16,452
+3,517
8 9 10
11
12