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
$441M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$19.1M
3
+$14M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$13.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$13.6M

Top Sells

1
+$66.1M
2
+$33.4M
3
+$13M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$12M

Sector Composition

1 Technology 2.37%
2 Healthcare 1.8%
3 Communication Services 1%
4 Financials 0.96%
5 Industrials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$271K 0.06%
804
-101
102
$260K 0.06%
3,880
-7,828
103
$258K 0.06%
10,206
-890
104
$258K 0.06%
2,373
-461
105
$254K 0.06%
12,267
-8,220
106
$249K 0.06%
1,230
107
$247K 0.06%
+2,473
108
$240K 0.05%
1,500
109
$236K 0.05%
3,960
-2,452
110
$229K 0.05%
+9,300
111
$225K 0.05%
896
-89
112
$217K 0.05%
4,167
-314
113
$211K 0.05%
1,226
+104
114
$211K 0.05%
6,208
-217
115
$117K 0.03%
3,228
-2,038
116
$81K 0.02%
+10,593
117
$68K 0.02%
+750
118
$18K ﹤0.01%
+12,340
119
$14K ﹤0.01%
+12,556
120
– –
-33,334
121
– –
-4,500
122
– –
-2,940
123
– –
-4,104
124
– –
-2,130
125
– –
-2,010
2 3 4
5
6