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
$441M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$19.1M
3
+$14M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$13.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$13.6M

Top Sells

1
+$66.1M
2
+$33.4M
3
+$13M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$12M

Sector Composition

1 Technology 2.37%
2 Healthcare 1.8%
3 Communication Services 1%
4 Financials 0.96%
5 Industrials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.53%
+94,627
27
$2.21M 0.5%
20,168
-1,576
28
$2.18M 0.49%
+11,621
29
$1.89M 0.43%
77,433
+17,045
30
$1.86M 0.42%
76,960
+8,300
31
$1.73M 0.39%
26,430
-725
32
$1.72M 0.39%
34,027
+1,580
33
$1.7M 0.38%
13,143
+181
34
$1.6M 0.36%
15,790
-680
35
$1.17M 0.27%
7,822
+4
36
$1.15M 0.26%
+12,608
37
$1.14M 0.26%
10,482
+5
38
$1.12M 0.25%
45,039
+3,928
39
$1.1M 0.25%
8,364
+303
40
$931K 0.21%
7,682
-50
41
$922K 0.21%
13,518
-500
42
$909K 0.21%
9,313
-1,456
43
$876K 0.2%
4,288
-455
44
$831K 0.19%
32,046
+665
45
$781K 0.18%
16,638
-4,375
46
$745K 0.17%
7,227
-300
47
$736K 0.17%
16,293
-330
48
$730K 0.17%
18,281
+564
49
$717K 0.16%
14,763
+6,698
50
$705K 0.16%
3,622
+164
1
2
3 4 5