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
351
$258K 0.02%
+2,148
352
$256K 0.02%
10,000
353
$255K 0.02%
2,163
-17
354
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355
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356
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357
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358
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359
$245K 0.02%
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360
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361
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18,074
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363
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364
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365
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366
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369
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371
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957
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372
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+5,130
373
$231K 0.02%
292
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374
$229K 0.02%
6,833
375
$229K 0.02%
930
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13 14
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