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
301
$301K 0.03%
2,227
+18
302
$299K 0.02%
3,130
+249
303
$299K 0.02%
633
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304
$298K 0.02%
6,684
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305
$298K 0.02%
2,126
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306
$297K 0.02%
1,072
-152
307
$297K 0.02%
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308
$296K 0.02%
+9,328
309
$296K 0.02%
+8,236
310
$294K 0.02%
4,409
-172
311
$291K 0.02%
3,003
-380
312
$291K 0.02%
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+161
313
$290K 0.02%
2,074
-190
314
$290K 0.02%
4,952
+1,256
315
$289K 0.02%
+10,387
316
$289K 0.02%
3,888
+191
317
$288K 0.02%
11,010
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318
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10,215
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319
$286K 0.02%
4,397
320
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+3,806
321
$283K 0.02%
790
-153
322
$282K 0.02%
+1,390
323
$280K 0.02%
18,417
+3,601
324
$279K 0.02%
+7,834
325
$278K 0.02%
4,030
-1
11 12
13
14 15