RWM
Ritholtz Wealth Management Portfolio holdings
AUM
$4.53B
This Quarter Return
+1.09%
1 Year Return
+18.97%
3 Year Return
+75.65%
5 Year Return
+122.65%
10 Year Return
–
AUM
$368M
AUM Growth
+$18.1M
(+5.2%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
4.07%
Top 10 Holdings %
Top 10 Hldgs %
77.48%
Holding
122
New
8
Increased
66
Reduced
36
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.3M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.77M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$1.62M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.2M |
| 5 |
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
|
$1.18M |
Top Sells
| 1 |
Schlumberger
SLB
|
$872K |
| 2 |
Sherwin-Williams
SHW
|
$716K |
| 3 |
Pentair
PNR
|
$391K |
| 4 |
SPDR Gold Trust
GLD
|
$341K |
| 5 |
Codexis
CDXS
|
$288K |
Sector Composition
| 1 | Technology | 3.11% |
| 2 | Healthcare | 1.54% |
| 3 | Financials | 1.41% |
| 4 | Communication Services | 1.39% |
| 5 | Industrials | 1.27% |
