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
$776M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$72.1M
2
+$42.3M
3
+$33.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$27.1M
5
IAU icon
iShares Gold Trust
IAU
+$26.5M

Top Sells

1
+$128M
2
+$38.1M
3
+$15.8M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$14.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.31M

Sector Composition

1 Technology 4.57%
2 Healthcare 2.2%
3 Financials 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$864K 0.11%
16,907
+7,427
77
$821K 0.11%
9,197
+2,668
78
$808K 0.1%
+11,220
79
$802K 0.1%
31,360
+17,251
80
$801K 0.1%
25,830
+9,454
81
$791K 0.1%
19,835
+2,347
82
$782K 0.1%
5,910
+167
83
$767K 0.1%
32,284
+19,441
84
$766K 0.1%
233,297
+178,493
85
$748K 0.1%
2,986
+1,048
86
$718K 0.09%
6,294
+2,966
87
$698K 0.09%
9,457
+4,149
88
$678K 0.09%
15,594
-514
89
$678K 0.09%
18,692
-68,281
90
$651K 0.08%
8,841
+3,050
91
$651K 0.08%
28,719
+13,877
92
$646K 0.08%
47,451
+36,160
93
$620K 0.08%
+12,843
94
$601K 0.08%
1,981
+248
95
$599K 0.08%
10,871
+2,707
96
$598K 0.08%
27,638
+14,240
97
$598K 0.08%
5,106
+40
98
$597K 0.08%
2,026
+386
99
$593K 0.08%
3,424
+1,290
100
$589K 0.08%
6,290
+2,632
2 3
4
5 6