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
$890M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.95M
3
+$6.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.33M
5
IAU icon
iShares Gold Trust
IAU
+$5.12M

Top Sells

1
+$3.13M
2
+$1.47M
3
+$1.43M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$772K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$736K

Sector Composition

1 Technology 5.1%
2 Consumer Discretionary 2.5%
3 Healthcare 2.18%
4 Financials 1.97%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$741K 0.08%
23,085
+4,464
102
$734K 0.08%
11,480
+1,020
103
$707K 0.08%
1,372
+744
104
$706K 0.08%
14,597
+1,754
105
$677K 0.08%
7,906
+2,355
106
$671K 0.08%
15,339
-255
107
$657K 0.07%
9,120
-77
108
$656K 0.07%
2,882
+765
109
$654K 0.07%
7,518
-4,325
110
$641K 0.07%
18,672
-9,069
111
$638K 0.07%
7,430
-1,411
112
$630K 0.07%
368
+76
113
$629K 0.07%
1,703
+261
114
$629K 0.07%
13,590
+5,309
115
$610K 0.07%
10,114
+1,010
116
$595K 0.07%
10,850
+1,454
117
$588K 0.07%
11,902
+4,266
118
$585K 0.07%
14,847
-5,582
119
$579K 0.07%
1,945
+432
120
$569K 0.06%
9,607
+77
121
$548K 0.06%
11,115
+2,558
122
$537K 0.06%
17,700
+2,307
123
$535K 0.06%
2,717
+609
124
$534K 0.06%
5,780
-47
125
$531K 0.06%
10,576
+1,700
3 4
5
6 7