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
$685M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.2M
3
+$2.93M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.34M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.28M

Top Sells

1
+$1.38M
2
+$679K
3
+$453K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$418K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$315K

Sector Composition

1 Technology 2.67%
2 Healthcare 1.27%
3 Financials 1.03%
4 Communication Services 0.98%
5 Industrials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$592K 0.09%
6,691
+867
77
$555K 0.08%
6,524
+2,147
78
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79
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80
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81
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8,361
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82
$502K 0.07%
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83
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84
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85
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89
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8,000
90
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91
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11,221
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96
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11,717
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98
$411K 0.06%
9,350
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99
$409K 0.06%
24,296
-2,172
100
$384K 0.06%
3,634
-486
2 3
4
5 6