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
326
$278K 0.02%
1,128
-16
327
$277K 0.02%
1,558
-188
328
$276K 0.02%
2,271
-42
329
$276K 0.02%
4,787
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330
$276K 0.02%
2,126
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331
$274K 0.02%
2,707
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332
$273K 0.02%
+7,270
333
$272K 0.02%
+6,662
334
$272K 0.02%
+5,390
335
$271K 0.02%
6,240
336
$270K 0.02%
437
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337
$270K 0.02%
+3,500
338
$267K 0.02%
+6,880
339
$267K 0.02%
+1,885
340
$266K 0.02%
936
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341
$266K 0.02%
+7,645
342
$264K 0.02%
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343
$263K 0.02%
5,212
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344
$263K 0.02%
1,664
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345
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+2,812
346
$262K 0.02%
4,795
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347
$262K 0.02%
+1,568
348
$261K 0.02%
20,331
-15,410
349
$260K 0.02%
+4,000
350
$260K 0.02%
1,380
+86
12 13
14
15 16