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
$441M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$19.1M
3
+$14M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$13.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$13.6M

Top Sells

1
+$66.1M
2
+$33.4M
3
+$13M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$12M

Sector Composition

1 Technology 2.37%
2 Healthcare 1.8%
3 Communication Services 1%
4 Financials 0.96%
5 Industrials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K 0.09%
8,504
-788
77
$391K 0.09%
27,548
+1,988
78
$378K 0.09%
3,859
-151
79
$367K 0.08%
+11,220
80
$359K 0.08%
2,735
+366
81
$347K 0.08%
4,791
-100
82
$346K 0.08%
2,504
+206
83
$344K 0.08%
3,854
+95
84
$340K 0.08%
+6,271
85
$337K 0.08%
33,774
-96
86
$325K 0.07%
+13,016
87
$319K 0.07%
2,503
+1,100
88
$319K 0.07%
14,025
+750
89
$319K 0.07%
4,780
-939
90
$317K 0.07%
2,178
91
$316K 0.07%
5,293
92
$311K 0.07%
4,966
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93
$310K 0.07%
6,002
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94
$301K 0.07%
8,177
-4,391
95
$299K 0.07%
800
96
$299K 0.07%
+14,409
97
$297K 0.07%
1,459
-18
98
$295K 0.07%
1,180
-264,272
99
$294K 0.07%
6,783
+1,609
100
$288K 0.07%
5,550
-3,600
2 3
4
5 6