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
301
$64K 0.01%
2,468
302
$60K 0.01%
11,856
-1,748
303
$60K 0.01%
+10,570
304
$53K 0.01%
+10,225
305
$30K ﹤0.01%
+12,514
306
$25K ﹤0.01%
11,391
-19,029
307
$20K ﹤0.01%
+152
308
$16K ﹤0.01%
15,866
-1,770
309
$11K ﹤0.01%
2,009
-429
310
– –
-2,848
311
– –
-19,020
312
– –
-11,771
313
– –
-6,811
314
– –
-12,252
315
– –
-8,846
316
– –
-5,296
317
– –
-1,413
318
– –
-16,496
319
– –
0
320
– –
-3,055
321
– –
-8,812
322
– –
-1,904
323
– –
-14,945
324
– –
-12,411
325
– –
-13,500
10 11 12
13
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