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
$546M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$79.7M
2
+$64.6M
3
+$43.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$41.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$20.3M

Top Sells

1
+$129M
2
+$14.3M
3
+$13.3M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$10.4M

Sector Composition

1 Technology 2.15%
2 Healthcare 1.54%
3 Communication Services 0.93%
4 Financials 0.8%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$301K 0.06%
4,626
-340
102
$297K 0.05%
2,202
-171
103
$292K 0.05%
2,716
-1,143
104
$286K 0.05%
1,500
105
$277K 0.05%
5,812
+262
106
$276K 0.05%
4,948
-1,323
107
$271K 0.05%
3,950
-10
108
$268K 0.05%
1,230
109
$260K 0.05%
+1,004
110
$258K 0.05%
1,347
+121
111
$255K 0.05%
4,093
-74
112
$248K 0.05%
+2,130
113
$240K 0.04%
2,082
-391
114
$235K 0.04%
5,880
-328
115
$232K 0.04%
868
+64
116
$232K 0.04%
+4,240
117
$223K 0.04%
+1,820
118
$223K 0.04%
+945
119
$223K 0.04%
+3,465
120
$220K 0.04%
+3,716
121
$210K 0.04%
+2,010
122
$209K 0.04%
+2,723
123
$183K 0.03%
20,250
-37,500
124
$168K 0.03%
+10,712
125
$137K 0.03%
2,749
-479
2 3 4
5
6