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
$368M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.77M
3
+$1.62M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.2M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.18M

Top Sells

1
+$872K
2
+$716K
3
+$391K
4
GLD icon
SPDR Gold Trust
GLD
+$341K
5
CDXS icon
Codexis
CDXS
+$288K

Sector Composition

1 Technology 3.11%
2 Healthcare 1.54%
3 Financials 1.41%
4 Communication Services 1.39%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$368K 0.1%
6,352
+1,523
77
$368K 0.1%
5,641
+103
78
$362K 0.1%
2,298
79
$361K 0.1%
12,970
+1,200
80
$357K 0.1%
3,653
+73
81
$344K 0.09%
10,008
+2,166
82
$339K 0.09%
30,828
-5,484
83
$332K 0.09%
5,894
+614
84
$325K 0.09%
7,711
-809
85
$324K 0.09%
1,430
-401
86
$309K 0.08%
1,586
+166
87
$306K 0.08%
5,018
+103
88
$305K 0.08%
2,224
+165
89
$302K 0.08%
5,866
-416
90
$302K 0.08%
1,447
+77
91
$292K 0.08%
4,358
+1,068
92
$287K 0.08%
1,052
+100
93
$276K 0.08%
800
94
$274K 0.07%
5,568
+467
95
$273K 0.07%
9,555
-2,565
96
$269K 0.07%
3,399
+798
97
$266K 0.07%
3,380
+181
98
$261K 0.07%
6,800
99
$248K 0.07%
+2,108
100
$236K 0.06%
4,147
+36
1 2 3
4
5