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
$546M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$79.7M
2
+$64.6M
3
+$43.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$41.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$20.3M

Top Sells

1
+$129M
2
+$14.3M
3
+$13.3M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$10.4M

Sector Composition

1 Technology 2.15%
2 Healthcare 1.54%
3 Communication Services 0.93%
4 Financials 0.8%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.08%
2,773
+38
77
$460K 0.08%
8,068
+490
78
$446K 0.08%
11,729
-1,129
79
$444K 0.08%
5,024
+244
80
$443K 0.08%
10,427
-560
81
$433K 0.08%
16,950
+2,925
82
$427K 0.08%
5,298
-190
83
$418K 0.08%
8,630
+126
84
$402K 0.07%
35,424
+1,650
85
$395K 0.07%
2,915
-805
86
$377K 0.07%
6,990
+207
87
$376K 0.07%
6,354
+352
88
$375K 0.07%
2,330
-174
89
$375K 0.07%
4,691
-100
90
$372K 0.07%
2,178
91
$362K 0.07%
5,293
92
$351K 0.06%
3,580
-274
93
$346K 0.06%
1,427
-32
94
$343K 0.06%
7,982
-195
95
$342K 0.06%
833
+33
96
$316K 0.06%
+3,758
97
$316K 0.06%
+1,053
98
$315K 0.06%
3,880
99
$308K 0.06%
11,860
+1,654
100
$308K 0.06%
12,357
+90
2 3
4
5 6