RWM
Ritholtz Wealth Management Portfolio holdings
AUM
$4.53B
1-Year Return
18.97%
This Quarter Return
+4.52%
1 Year Return
+18.97%
3 Year Return
+75.65%
5 Year Return
+122.65%
10 Year Return
–
AUM
$1.2B
AUM Growth
+$156M
(+15%)
Cap. Flow
+$120M
Cap. Flow
% of AUM
9.97%
Top 10 Holdings %
Top 10 Hldgs %
61.35%
Holding
456
New
78
Increased
248
Reduced
96
Closed
15
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$28.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$16.6M |
| 3 |
Old Republic International
ORI
|
+$16.4M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$8.37M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$8.11M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$35.3M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.35M |
| 3 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$957K |
| 4 |
Vanguard Total World Stock ETF
VT
|
+$641K |
| 5 |
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% |
