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
$368M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.77M
3
+$1.62M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.2M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.18M

Top Sells

1
+$872K
2
+$716K
3
+$391K
4
GLD icon
SPDR Gold Trust
GLD
+$341K
5
CDXS icon
Codexis
CDXS
+$288K

Sector Composition

1 Technology 3.11%
2 Healthcare 1.54%
3 Financials 1.41%
4 Communication Services 1.39%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.33%
49,424
+17,860
27
$1.18M 0.32%
7,831
+13
28
$1.18M 0.32%
+48,350
29
$1.12M 0.3%
+96,750
30
$1.08M 0.29%
21,807
-1,854
31
$1.08M 0.29%
10,376
+546
32
$1.03M 0.28%
41,517
+10,175
33
$1M 0.27%
8,457
-2,875
34
$967K 0.26%
17,434
-1,139
35
$886K 0.24%
+13,976
36
$871K 0.24%
7,552
+785
37
$869K 0.24%
4,656
+10
38
$863K 0.23%
59,934
-20,000
39
$830K 0.23%
18,846
-377
40
$810K 0.22%
31,321
+1,570
41
$779K 0.21%
30,980
-157
42
$740K 0.2%
30,531
-4,344
43
$726K 0.2%
16,707
+580
44
$724K 0.2%
8,520
+1,760
45
$691K 0.19%
8,848
-993
46
$669K 0.18%
4,926
-5,274
47
$665K 0.18%
1,981
-759
48
$650K 0.18%
8,056
-2,265
49
$648K 0.18%
19,261
+2,321
50
$627K 0.17%
17,737
+2,485
1
2
3 4 5