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
376
$226K 0.02%
+4,837
377
$226K 0.02%
+1,312
378
$225K 0.02%
+9,509
379
$225K 0.02%
3,387
-81
380
$225K 0.02%
+2,964
381
$225K 0.02%
4,860
-468
382
$224K 0.02%
1,590
+93
383
$223K 0.02%
+3,821
384
$223K 0.02%
+2,488
385
$220K 0.02%
12,895
-858
386
$219K 0.02%
+7,434
387
$219K 0.02%
+4,105
388
$218K 0.02%
+7,778
389
$215K 0.02%
+6,064
390
$214K 0.02%
3,366
391
$214K 0.02%
5,537
+124
392
$212K 0.02%
+2,006
393
$210K 0.02%
+3,295
394
$210K 0.02%
+1,417
395
$209K 0.02%
+1,576
396
$208K 0.02%
+11,230
397
$208K 0.02%
+1,136
398
$208K 0.02%
1,516
399
$206K 0.02%
+1,446
400
$205K 0.02%
+89,696
14 15
16
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