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
251
$387K 0.03%
1,423
+581
252
$387K 0.03%
4,592
-643
253
$386K 0.03%
512
+151
254
$386K 0.03%
1
255
$386K 0.03%
5,828
+1,585
256
$385K 0.03%
1,357
-61
257
$385K 0.03%
9,683
+2,803
258
$381K 0.03%
4,852
+1,277
259
$379K 0.03%
+5,000
260
$376K 0.03%
+1,148
261
$376K 0.03%
13,822
-1,026
262
$373K 0.03%
9,580
263
$370K 0.03%
739
+375
264
$369K 0.03%
+2,569
265
$369K 0.03%
963
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266
$368K 0.03%
997
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267
$365K 0.03%
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268
$364K 0.03%
12,479
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269
$361K 0.03%
5,764
+2,048
270
$361K 0.03%
3,940
+640
271
$359K 0.03%
959
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272
$358K 0.03%
1,530
+350
273
$357K 0.03%
6,778
+2,292
274
$355K 0.03%
16,311
+624
275
$350K 0.03%
+6,327
9 10
11
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