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
$890M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.95M
3
+$6.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.33M
5
IAU icon
iShares Gold Trust
IAU
+$5.12M

Top Sells

1
+$3.13M
2
+$1.47M
3
+$1.43M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$772K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$736K

Sector Composition

1 Technology 5.1%
2 Consumer Discretionary 2.5%
3 Healthcare 2.18%
4 Financials 1.97%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.2%
69,711
+2,498
52
$1.74M 0.2%
40,206
+677
53
$1.73M 0.19%
29,052
+3,101
54
$1.71M 0.19%
6,526
+1,079
55
$1.65M 0.19%
27,375
+3,582
56
$1.65M 0.19%
7,718
-125
57
$1.63M 0.18%
22,160
+5,460
58
$1.56M 0.18%
16,202
+770
59
$1.54M 0.17%
6,642
-111
60
$1.52M 0.17%
33,259
+4,685
61
$1.5M 0.17%
5,112
+862
62
$1.45M 0.16%
12,342
+1,910
63
$1.39M 0.16%
7,870
+1,561
64
$1.34M 0.15%
10,254
+780
65
$1.32M 0.15%
5,176
+450
66
$1.29M 0.14%
3,811
+877
67
$1.28M 0.14%
14,519
+12,209
68
$1.24M 0.14%
6,986
69
$1.21M 0.14%
33,096
+1,741
70
$1.19M 0.13%
77,605
+8,990
71
$1.09M 0.12%
3,922
+936
72
$1.09M 0.12%
12,960
-1,278
73
$1.05M 0.12%
48,917
+915
74
$1.04M 0.12%
14,190
+6,986
75
$1.03M 0.12%
+19,830
1 2
3
4 5