RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
+$68.3M
2
+$40.1M
3
+$31.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$25.7M
5
IAU icon
iShares Gold Trust
IAU
+$25.6M

Top Sells

1
+$128M
2
+$35.7M
3
+$14.8M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$14.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.82M

Sector Composition

1 Technology 4.57%
2 Healthcare 2.2%
3 Financials 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$29K ﹤0.01%
+12,411
277
$22K ﹤0.01%
17,636
+2,742
278
$16K ﹤0.01%
2,438
+95
279
– –
-3,719
280
– –
-1,281
281
– –
-57,256
282
– –
-16,196
283
– –
-7,645
284
– –
-32,837
285
– –
-25,770
286
– –
-23,404
287
– –
-9,476
288
– –
-15,000
289
– –
-6,403
8 9 10 11
12