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
$1.2B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$16.6M
3
+$16.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.11M

Top Sells

1
+$35.3M
2
+$2.35M
3
+$957K
4
VT icon
Vanguard Total World Stock ETF
VT
+$641K
5
STWD icon
Starwood Property Trust
STWD
+$367K

Sector Composition

1 Technology 6.96%
2 Financials 4.89%
3 Consumer Discretionary 3.12%
4 Healthcare 2.48%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54M 0.13%
122,398
+46,842
77
$1.53M 0.13%
50,829
+15,086
78
$1.46M 0.12%
67,949
+8,592
79
$1.46M 0.12%
40,198
+1,561
80
$1.43M 0.12%
26,468
+1,300
81
$1.43M 0.12%
53,200
+27,950
82
$1.39M 0.12%
25,552
-527
83
$1.38M 0.12%
6,986
84
$1.38M 0.12%
5,557
+1,070
85
$1.36M 0.11%
18,761
+1,215
86
$1.36M 0.11%
6,760
-119
87
$1.36M 0.11%
5,600
+1,257
88
$1.36M 0.11%
24,307
+4,218
89
$1.34M 0.11%
15,247
-108
90
$1.31M 0.11%
2,762
-333
91
$1.29M 0.11%
33,507
-58
92
$1.27M 0.11%
11,595
+3,447
93
$1.24M 0.1%
54,028
+11,526
94
$1.2M 0.1%
8,451
-118
95
$1.19M 0.1%
4,605
+214
96
$1.17M 0.1%
7,330
+521
97
$1.16M 0.1%
13,269
-55
98
$1.14M 0.1%
18,198
+3,356
99
$1.14M 0.09%
4,461
+232
100
$1.13M 0.09%
26,030
+2,322
2 3
4
5 6