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
$1.2B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$16.6M
3
+$16.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.11M

Top Sells

1
+$35.3M
2
+$2.35M
3
+$957K
4
VT icon
Vanguard Total World Stock ETF
VT
+$641K
5
STWD icon
Starwood Property Trust
STWD
+$367K

Sector Composition

1 Technology 6.96%
2 Financials 4.89%
3 Consumer Discretionary 3.12%
4 Healthcare 2.48%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.2%
14,801
+2,486
52
$2.41M 0.2%
180,720
-4,360
53
$2.38M 0.2%
6,384
-372
54
$2.35M 0.2%
72,200
-4,904
55
$2.34M 0.19%
34,902
+1,955
56
$2.31M 0.19%
59,798
+19,674
57
$2.29M 0.19%
16,890
+2,234
58
$2.27M 0.19%
43,612
+517
59
$2.22M 0.18%
72,598
60
$2.2M 0.18%
8,180
+291
61
$2.14M 0.18%
27,583
+327
62
$2.08M 0.17%
32,455
+13,405
63
$2.05M 0.17%
96,715
+10,240
64
$2.01M 0.17%
6,594
+2,676
65
$1.94M 0.16%
14,657
+894
66
$1.91M 0.16%
7,755
+1,158
67
$1.84M 0.15%
12,498
-2,048
68
$1.81M 0.15%
8,001
+2,817
69
$1.75M 0.15%
16,684
+5,815
70
$1.72M 0.14%
34,693
+4,151
71
$1.71M 0.14%
10,928
-20
72
$1.69M 0.14%
21,789
+4,038
73
$1.68M 0.14%
3,671
+2,355
74
$1.6M 0.13%
2,587
+661
75
$1.54M 0.13%
4,340
+469
1 2
3
4 5