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
$546M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$79.7M
2
+$64.6M
3
+$43.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$41.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$20.3M

Top Sells

1
+$129M
2
+$14.3M
3
+$13.3M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$10.4M

Sector Composition

1 Technology 2.15%
2 Healthcare 1.54%
3 Communication Services 0.93%
4 Financials 0.8%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.43%
11,621
27
$2.23M 0.41%
20,134
-34
28
$2.22M 0.41%
+36,695
29
$2.16M 0.4%
87,381
+9,948
30
$2.05M 0.38%
36,858
+2,831
31
$2.02M 0.37%
17,109
+1,319
32
$1.73M 0.32%
12,386
-757
33
$1.68M 0.31%
20,707
-64,836
34
$1.5M 0.28%
5,328
+4,148
35
$1.46M 0.27%
7,818
-4
36
$1.35M 0.25%
26,194
-71,703
37
$1.34M 0.25%
22,094
-70,985
38
$1.26M 0.23%
50,650
+5,611
39
$1.08M 0.2%
29,514
-156,106
40
$1.02M 0.19%
8,384
+702
41
$1M 0.18%
12,385
-1,133
42
$975K 0.18%
6,245
-2,119
43
$938K 0.17%
8,047
+820
44
$938K 0.17%
17,476
+838
45
$937K 0.17%
17,447
+1,154
46
$894K 0.16%
7,254
-1,043,682
47
$886K 0.16%
33,994
+1,948
48
$848K 0.16%
4,220
-68
49
$830K 0.15%
6,741
-3,741
50
$806K 0.15%
23,669
+2,410
1
2
3 4 5