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
$368M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.77M
3
+$1.62M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.2M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.18M

Top Sells

1
+$872K
2
+$716K
3
+$391K
4
GLD icon
SPDR Gold Trust
GLD
+$341K
5
CDXS icon
Codexis
CDXS
+$288K

Sector Composition

1 Technology 3.11%
2 Healthcare 1.54%
3 Financials 1.41%
4 Communication Services 1.39%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$610K 0.17%
14,204
-2,962
52
$587K 0.16%
5,774
-103
53
$560K 0.15%
9,920
+3,480
54
$555K 0.15%
5,990
-107
55
$552K 0.15%
9,975
-2,769
56
$541K 0.15%
4,968
+288
57
$528K 0.14%
16,083
+466
58
$522K 0.14%
3,846
+46
59
$501K 0.14%
8,919
-1,995
60
$481K 0.13%
5,435
-295
61
$476K 0.13%
8,540
-1,320
62
$472K 0.13%
802
+165
63
$469K 0.13%
6,626
-2,399
64
$449K 0.12%
4,848
+130
65
$444K 0.12%
5,000
66
$438K 0.12%
20,595
+240
67
$426K 0.12%
2,587
+6
68
$423K 0.11%
17,016
-1,100
69
$422K 0.11%
6,518
-134
70
$406K 0.11%
2,089
+359
71
$396K 0.11%
3,813
-95
72
$380K 0.1%
2,847
+41
73
$379K 0.1%
7,104
+2,414
74
$378K 0.1%
22,846
+888
75
$369K 0.1%
5,344
+51
1 2
3
4 5