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
276
$349K 0.03%
+1,315
277
$346K 0.03%
2,763
-412
278
$344K 0.03%
5,212
+96
279
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18,573
+1,071
280
$339K 0.03%
2,922
+677
281
$338K 0.03%
18,920
+3,965
282
$337K 0.03%
+66,539
283
$332K 0.03%
3,000
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284
$332K 0.03%
3,354
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285
$331K 0.03%
2,176
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286
$328K 0.03%
4,010
-1,386
287
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+2,722
288
$327K 0.03%
1,984
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289
$325K 0.03%
102,430
+11,524
290
$323K 0.03%
+8,877
291
$321K 0.03%
3,048
292
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293
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1,409
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294
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+13,472
295
$314K 0.03%
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296
$310K 0.03%
+5,950
297
$310K 0.03%
17,403
+443
298
$310K 0.03%
7,028
+769
299
$308K 0.03%
16,398
+594
300
$304K 0.03%
3,864
-12
10 11
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13 14