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
$776M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$72.1M
2
+$42.3M
3
+$33.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$27.1M
5
IAU icon
iShares Gold Trust
IAU
+$26.5M

Top Sells

1
+$128M
2
+$38.1M
3
+$15.8M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$14.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.31M

Sector Composition

1 Technology 4.57%
2 Healthcare 2.2%
3 Financials 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.48M 0.45%
+73,178
27
$3.48M 0.45%
135,674
+8,322
28
$3.14M 0.4%
39,982
-8,749
29
$3.13M 0.4%
124,480
+9,637
30
$3.03M 0.39%
64,457
-310,665
31
$2.9M 0.37%
21,590
+7,366
32
$2.82M 0.36%
25,466
+14,906
33
$2.75M 0.35%
82,308
-11,997
34
$2.71M 0.35%
23,468
-1,405
35
$2.63M 0.34%
42,327
+2,805
36
$2.58M 0.33%
9,098
-169
37
$2.23M 0.29%
73,916
-8,040
38
$2.11M 0.27%
18,885
+257
39
$1.99M 0.26%
16,356
+3,911
40
$1.75M 0.22%
31,789
+520
41
$1.7M 0.22%
67,213
+37,398
42
$1.7M 0.22%
12,090
+1,874
43
$1.67M 0.22%
8,666
+1,283
44
$1.67M 0.21%
175,480
-4,160
45
$1.61M 0.21%
6,986
-2,000
46
$1.57M 0.2%
39,529
+7,187
47
$1.45M 0.19%
15,432
+5,755
48
$1.45M 0.19%
20,380
+7,440
49
$1.43M 0.18%
25,951
+3,738
50
$1.4M 0.18%
52,985
+16,680
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