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
401
$205K 0.02%
+929
402
$205K 0.02%
+15,012
403
$205K 0.02%
+5,753
404
$204K 0.02%
+3,403
405
$203K 0.02%
+1,113
406
$202K 0.02%
9,644
-328
407
$202K 0.02%
+694
408
$196K 0.02%
10,040
-179
409
$192K 0.02%
16,464
+1,646
410
$187K 0.02%
34,778
+14,389
411
$185K 0.02%
+11,896
412
$184K 0.02%
+10,582
413
$184K 0.02%
45,671
+27,642
414
$182K 0.02%
+13,814
415
$169K 0.01%
19,190
+395
416
$164K 0.01%
11,377
-1,941
417
$160K 0.01%
+46,618
418
$153K 0.01%
17,882
-3,330
419
$144K 0.01%
+10,488
420
$137K 0.01%
11,174
+3,678
421
$130K 0.01%
+51,215
422
$130K 0.01%
10,840
-4,502
423
$128K 0.01%
+12,165
424
$121K 0.01%
10,794
+191
425
$105K 0.01%
16,659
+4,241
15 16
17
18 19