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
251
$226K 0.03%
+2,860
252
$224K 0.03%
+2,379
253
$224K 0.03%
+1,220
254
$221K 0.02%
+6,434
255
$219K 0.02%
12,397
-2,259
256
$217K 0.02%
13,940
-76
257
$215K 0.02%
+6,831
258
$215K 0.02%
+444
259
$212K 0.02%
+4,031
260
$212K 0.02%
+6,400
261
$209K 0.02%
+3,357
262
$207K 0.02%
+6,511
263
$207K 0.02%
16,960
-82
264
$207K 0.02%
2,603
-163
265
$207K 0.02%
+6,935
266
$205K 0.02%
+1,328
267
$204K 0.02%
+885
268
$204K 0.02%
+1,916
269
$202K 0.02%
3,459
-314
270
$202K 0.02%
+1,977
271
$202K 0.02%
+6,274
272
$201K 0.02%
5,402
-276
273
$200K 0.02%
+1,534
274
$200K 0.02%
+1,357
275
$190K 0.02%
27,199
-3,643
9 10
11
12 13