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
276
$178K 0.02%
24,528
-584
277
$175K 0.02%
74,556
+3,712
278
$173K 0.02%
+16,693
279
$165K 0.02%
13,199
-351
280
$165K 0.02%
24,374
-4,478
281
$157K 0.02%
15,007
+4,174
282
$150K 0.02%
10,219
-7,596
283
$148K 0.02%
+11,262
284
$146K 0.02%
1,930
+90
285
$139K 0.02%
58,701
-5,100
286
$133K 0.01%
12,060
-1,317
287
$115K 0.01%
13,184
-3,667
288
$111K 0.01%
+23,362
289
$101K 0.01%
66,874
-70,871
290
$97K 0.01%
17,523
+5,567
291
$95K 0.01%
14,229
+4,049
292
$94K 0.01%
72,599
-128,538
293
$90K 0.01%
8,726
-4,515
294
$80K 0.01%
40,076
+5,475
295
$79K 0.01%
15,739
-6,469
296
$79K 0.01%
2,549
+511
297
$78K 0.01%
+12,686
298
$76K 0.01%
18,878
-7,879
299
$73K 0.01%
12,712
-2,267
300
$70K 0.01%
16,661
+1,268
10 11
12
13 14