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
$890M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.95M
3
+$6.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.33M
5
IAU icon
iShares Gold Trust
IAU
+$5.12M

Top Sells

1
+$3.13M
2
+$1.47M
3
+$1.43M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$772K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$736K

Sector Composition

1 Technology 5.1%
2 Consumer Discretionary 2.5%
3 Healthcare 2.18%
4 Financials 1.97%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.48M 0.39%
135,599
-75
27
$3.35M 0.38%
30,239
+4,773
28
$3.31M 0.37%
24,534
+2,944
29
$3.17M 0.36%
126,629
+2,149
30
$2.98M 0.33%
20,802
+9,582
31
$2.94M 0.33%
37,223
-2,759
32
$2.87M 0.32%
211,800
+36,320
33
$2.72M 0.31%
23,468
34
$2.67M 0.3%
43,056
+729
35
$2.57M 0.29%
8,367
-731
36
$2.49M 0.28%
20,102
+1,217
37
$2.43M 0.27%
49,639
-14,818
38
$2.24M 0.25%
61,197
-21,111
39
$2.23M 0.25%
72,378
-1,538
40
$2.21M 0.25%
60,715
-39,230
41
$2.2M 0.25%
18,090
+1,734
42
$2.16M 0.24%
81,585
+28,600
43
$2.01M 0.23%
10,032
+1,366
44
$1.92M 0.22%
23,676
+6,232
45
$1.9M 0.21%
32,772
+983
46
$1.88M 0.21%
8,812
+1,823
47
$1.87M 0.21%
14,546
+9,440
48
$1.85M 0.21%
13,337
+2,591
49
$1.8M 0.2%
12,080
-10
50
$1.77M 0.2%
24,220
+3,840
1
2
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