RWM
Ritholtz Wealth Management Portfolio holdings
AUM
$4.53B
1-Year Return
18.97%
This Quarter Return
+2.99%
1 Year Return
+18.97%
3 Year Return
+75.65%
5 Year Return
+122.65%
10 Year Return
–
AUM
$238M
AUM Growth
–
Cap. Flow
+$238M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.18%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$38.9M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$28.8M |
| 3 |
Invesco QQQ Trust
QQQ
|
$20.6M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$18.4M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$13.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 1.42% |
| 2 | Technology | 1.26% |
| 3 | Consumer Staples | 0.87% |
| 4 | Financials | 0.82% |
| 5 | Energy | 0.76% |
