RWM
Ritholtz Wealth Management Portfolio holdings
AUM
$4.53B
1-Year Return
18.97%
This Quarter Return
+10.39%
1 Year Return
+18.97%
3 Year Return
+75.65%
5 Year Return
+122.65%
10 Year Return
–
AUM
$2.58B
AUM Growth
+$351M
(+16%)
Cap. Flow
+$143M
Cap. Flow
% of AUM
5.55%
Top 10 Holdings %
Top 10 Hldgs %
42.24%
Holding
798
New
96
Increased
365
Reduced
273
Closed
45
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$29.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$13.2M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$12.3M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$8.45M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$6.7M |
Top Sells
| 1 |
PepsiCo
PEP
|
$6.35M |
| 2 |
Philip Morris
PM
|
$2.56M |
| 3 |
ESMT
EngageSmart, Inc.
ESMT
|
$1.81M |
| 4 |
Amdocs
DOX
|
$1.46M |
| 5 |
Johnson & Johnson
JNJ
|
$1.42M |
Sector Composition
| 1 | Technology | 11.56% |
| 2 | Financials | 6.99% |
| 3 | Consumer Discretionary | 4.92% |
| 4 | Industrials | 4.82% |
| 5 | Healthcare | 4.8% |
