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
$441M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$19.1M
3
+$14M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$13.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$13.6M

Top Sells

1
+$66.1M
2
+$33.4M
3
+$13M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$12M

Sector Composition

1 Technology 2.37%
2 Healthcare 1.8%
3 Communication Services 1%
4 Financials 0.96%
5 Industrials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$701K 0.16%
9,340
+1,020
52
$677K 0.15%
7,364
+369
53
$663K 0.15%
12,680
+3,040
54
$652K 0.15%
21,259
+1,984
55
$630K 0.14%
4,800
56
$615K 0.14%
6,278
+537
57
$606K 0.14%
13,149
-321
58
$600K 0.14%
1,859
-18
59
$535K 0.12%
5,973
60
$533K 0.12%
159,800
-28,240
61
$517K 0.12%
+20,700
62
$506K 0.11%
57,750
-12,000
63
$506K 0.11%
5,488
+413
64
$504K 0.11%
3,266
-216,709
65
$498K 0.11%
20,600
66
$498K 0.11%
23,117
-7,444
67
$496K 0.11%
4,486
-542
68
$496K 0.11%
6,803
+418
69
$489K 0.11%
11,802
+682
70
$485K 0.11%
13,445
71
$473K 0.11%
3,720
-80
72
$466K 0.11%
9,000
+260
73
$459K 0.1%
12,858
+5,826
74
$431K 0.1%
7,578
-164
75
$419K 0.1%
10,987
+2,402
1 2
3
4 5