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
$776M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$72.1M
2
+$42.3M
3
+$33.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$27.1M
5
IAU icon
iShares Gold Trust
IAU
+$26.5M

Top Sells

1
+$128M
2
+$38.1M
3
+$15.8M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$14.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.31M

Sector Composition

1 Technology 4.57%
2 Healthcare 2.2%
3 Financials 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$580K 0.07%
+10,352
102
$578K 0.07%
3,520
+1,301
103
$575K 0.07%
+10,460
104
$567K 0.07%
1,302
+629
105
$563K 0.07%
+4,857
106
$562K 0.07%
3,049
+1,403
107
$559K 0.07%
896
+96
108
$535K 0.07%
9,104
+1,734
109
$531K 0.07%
+1,442
110
$531K 0.07%
5,827
+1
111
$527K 0.07%
+49,740
112
$518K 0.07%
+18,621
113
$515K 0.07%
2,810
+958
114
$500K 0.06%
2,668
+806
115
$497K 0.06%
9,396
+4,641
116
$482K 0.06%
7,204
+772
117
$481K 0.06%
+43,179
118
$475K 0.06%
+15,393
119
$465K 0.06%
+292
120
$463K 0.06%
+8,689
121
$453K 0.06%
+8,876
122
$451K 0.06%
7,319
+2,630
123
$450K 0.06%
+5,162
124
$441K 0.06%
+11,574
125
$440K 0.06%
+2,524
3 4
5
6 7