RWM
Ritholtz Wealth Management Portfolio holdings
AUM
$4.53B
This Quarter Return
+0.17%
1 Year Return
+18.97%
3 Year Return
+75.65%
5 Year Return
+122.65%
10 Year Return
–
AUM
$195M
AUM Growth
–
Cap. Flow
+$195M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.06%
Holding
70
New
70
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$30.3M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$17M |
| 3 |
Invesco QQQ Trust
QQQ
|
$15.2M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$12.5M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$10.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 1.49% |
| 2 | Technology | 1.26% |
| 3 | Energy | 1.06% |
| 4 | Consumer Staples | 1.03% |
| 5 | Financials | 0.98% |
