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
$1.2B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$16.6M
3
+$16.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.11M

Top Sells

1
+$35.3M
2
+$2.35M
3
+$957K
4
VT icon
Vanguard Total World Stock ETF
VT
+$641K
5
STWD icon
Starwood Property Trust
STWD
+$367K

Sector Composition

1 Technology 6.96%
2 Financials 4.89%
3 Consumer Discretionary 3.12%
4 Healthcare 2.48%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.29M 0.36%
32,966
+6,643
27
$4.27M 0.36%
59,089
-2,745
28
$4M 0.33%
21,677
+1,438
29
$3.91M 0.33%
131,955
-713
30
$3.91M 0.33%
37,920
+9,820
31
$3.79M 0.32%
24,933
+4,048
32
$3.75M 0.31%
17,717
+7,275
33
$3.74M 0.31%
36,160
+4,300
34
$3.5M 0.29%
38,130
+717
35
$3.49M 0.29%
136,976
+355
36
$3.48M 0.29%
29,438
+3,690
37
$3.47M 0.29%
131,380
+12,925
38
$3.44M 0.29%
9,457
+685
39
$3.29M 0.27%
37,362
+1,662
40
$3.1M 0.26%
124,920
-3,015
41
$3.05M 0.25%
49,505
+72
42
$3.02M 0.25%
11,829
+2,814
43
$2.89M 0.24%
47,089
-1,770
44
$2.86M 0.24%
24,623
+310
45
$2.71M 0.23%
38,650
+7,452
46
$2.7M 0.23%
60,715
47
$2.65M 0.22%
60,547
-365
48
$2.58M 0.21%
282,670
+46,521
49
$2.55M 0.21%
22,617
+3,659
50
$2.49M 0.21%
8,457
+1,001
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