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
$776M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$72.1M
2
+$42.3M
3
+$33.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$27.1M
5
IAU icon
iShares Gold Trust
IAU
+$26.5M

Top Sells

1
+$128M
2
+$38.1M
3
+$15.8M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$14.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.31M

Sector Composition

1 Technology 4.57%
2 Healthcare 2.2%
3 Financials 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.18%
7,843
+77
52
$1.34M 0.17%
23,793
+12,423
53
$1.3M 0.17%
6,753
+2,043
54
$1.28M 0.17%
10,746
+965
55
$1.27M 0.16%
28,574
+21,551
56
$1.25M 0.16%
6,989
+683
57
$1.24M 0.16%
27,741
+6,471
58
$1.24M 0.16%
5,447
+2,724
59
$1.18M 0.15%
16,700
+2,240
60
$1.16M 0.15%
14,238
+406
61
$1.15M 0.15%
9,474
+1,025
62
$1.12M 0.14%
18,743
+7,374
63
$1.11M 0.14%
4,726
+464
64
$1.1M 0.14%
48,002
+9,899
65
$1.09M 0.14%
31,355
-245
66
$1.06M 0.14%
6,309
+43
67
$1.03M 0.13%
11,843
+4,797
68
$990K 0.13%
17,444
+8,903
69
$957K 0.12%
29,834
+3,462
70
$953K 0.12%
20,429
+10,186
71
$952K 0.12%
10,432
+2,303
72
$949K 0.12%
68,615
+35,745
73
$917K 0.12%
4,250
+2,317
74
$874K 0.11%
28,130
-1,267
75
$868K 0.11%
2,934
+946
1 2
3
4 5