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
426
$101K 0.01%
20,654
-1,527
427
$100K 0.01%
1,000
428
$98K 0.01%
1,407
-715
429
$96K 0.01%
+38,254
430
$94K 0.01%
+44,569
431
$92K 0.01%
13,736
+361
432
$87K 0.01%
3,542
+2,490
433
$85K 0.01%
7,543
-3,390
434
$82K 0.01%
13,792
+504
435
$80K 0.01%
+4,000
436
$78K 0.01%
+1,160
437
$68K 0.01%
2,468
438
$67K 0.01%
15,213
+4,544
439
$55K ﹤0.01%
+10,990
440
$43K ﹤0.01%
14,008
-627
441
$32K ﹤0.01%
18,221
-4,102
442
– –
-14,711
443
– –
-8,082
444
– –
-31,530
445
– –
-10,603
446
– –
-11,969
447
– –
-6,000
448
– –
-12,876
449
– –
-19,000
450
– –
-11,998
15 16 17
18
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