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
$890M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.95M
3
+$6.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.33M
5
IAU icon
iShares Gold Trust
IAU
+$5.12M

Top Sells

1
+$3.13M
2
+$1.47M
3
+$1.43M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$772K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$736K

Sector Composition

1 Technology 5.1%
2 Consumer Discretionary 2.5%
3 Healthcare 2.18%
4 Financials 1.97%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.12%
7,431
+1,521
77
$1.02M 0.11%
29,205
+3,375
78
$1.01M 0.11%
27,709
-421
79
$953K 0.11%
23,221
+3,386
80
$938K 0.11%
7,517
+1,223
81
$914K 0.1%
1,863
+561
82
$908K 0.1%
17,545
-1,198
83
$908K 0.1%
65,300
+15,560
84
$888K 0.1%
+15,225
85
$884K 0.1%
2,834
+808
86
$883K 0.1%
4,180
+756
87
$874K 0.1%
14,696
+3,825
88
$846K 0.1%
35,104
+2,820
89
$827K 0.09%
3,768
+719
90
$825K 0.09%
23,164
-6,670
91
$823K 0.09%
171,834
+64,294
92
$819K 0.09%
3,258
+590
93
$815K 0.09%
34,404
+3,044
94
$806K 0.09%
7,244
+2,082
95
$793K 0.09%
2,234
+253
96
$792K 0.09%
18,371
+1,464
97
$787K 0.09%
9,946
+489
98
$779K 0.09%
3,956
+1,432
99
$773K 0.09%
36,072
+8,434
100
$754K 0.08%
54,202
+6,751
2 3
4
5 6