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
$546M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$79.7M
2
+$64.6M
3
+$43.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$41.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$20.3M

Top Sells

1
+$129M
2
+$14.3M
3
+$13.3M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$10.4M

Sector Composition

1 Technology 2.15%
2 Healthcare 1.54%
3 Communication Services 0.93%
4 Financials 0.8%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$800K 0.15%
7,906
-1,407
52
$790K 0.14%
25,660
-109,495
53
$781K 0.14%
7,502
+138
54
$775K 0.14%
8,700
-640
55
$732K 0.13%
12,440
-240
56
$724K 0.13%
13,523
-1,240
57
$700K 0.13%
3,685
+63
58
$689K 0.13%
4,800
59
$679K 0.12%
151,200
-8,600
60
$676K 0.12%
13,996
+847
61
$670K 0.12%
1,757
-102
62
$641K 0.12%
15,030
-60,885
63
$640K 0.12%
25,345
+4,645
64
$639K 0.12%
19,409
+5,000
65
$628K 0.12%
5,727
-551
66
$624K 0.11%
24,739
-69,888
67
$615K 0.11%
25,970
+2,853
68
$594K 0.11%
5,973
69
$586K 0.11%
13,445
70
$567K 0.1%
7,140
+337
71
$552K 0.1%
4,507
+21
72
$527K 0.1%
21,085
+485
73
$503K 0.09%
12,491
+689
74
$493K 0.09%
8,400
-600
75
$490K 0.09%
31,302
+3,754
1 2
3
4 5