RWM
Ritholtz Wealth Management Portfolio holdings
AUM
$4.53B
1-Year Return
18.97%
This Quarter Return
-3.58%
1 Year Return
+18.97%
3 Year Return
+75.65%
5 Year Return
+122.65%
10 Year Return
–
AUM
$1.48B
AUM Growth
-$125M
(-7.8%)
Cap. Flow
-$40.9M
Cap. Flow
% of AUM
-2.76%
Top 10 Holdings %
Top 10 Hldgs %
50.92%
Holding
607
New
76
Increased
274
Reduced
177
Closed
64
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$8.89M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$7.45M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$5.93M |
| 4 |
Apple
AAPL
|
+$5.47M |
| 5 |
AbbVie
ABBV
|
+$5.35M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$135M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$8.46M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.65M |
| 4 |
Seagate
STX
|
+$1.91M |
| 5 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
+$1.09M |
Sector Composition
| 1 | Technology | 10.76% |
| 2 | Financials | 5.75% |
| 3 | Healthcare | 4.35% |
| 4 | Consumer Discretionary | 3.82% |
| 5 | Industrials | 2.95% |
