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
$1.2B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$16.6M
3
+$16.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.11M

Top Sells

1
+$35.3M
2
+$2.35M
3
+$957K
4
VT icon
Vanguard Total World Stock ETF
VT
+$641K
5
STWD icon
Starwood Property Trust
STWD
+$367K

Sector Composition

1 Technology 6.96%
2 Financials 4.89%
3 Consumer Discretionary 3.12%
4 Healthcare 2.48%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.09%
14,628
+1,522
102
$1.12M 0.09%
24,744
+13,422
103
$1.12M 0.09%
3,423
+293
104
$1.09M 0.09%
4,683
+1,221
105
$1.06M 0.09%
17,740
+7,260
106
$1.05M 0.09%
9,731
+2,565
107
$1.04M 0.09%
24,080
-455
108
$1.04M 0.09%
2,956
+138
109
$1.02M 0.08%
14,125
+1,728
110
$1M 0.08%
4,476
+183
111
$996K 0.08%
18,905
+6,538
112
$969K 0.08%
16,658
+512
113
$967K 0.08%
4,882
+1,447
114
$957K 0.08%
7,281
+1,871
115
$931K 0.08%
15,204
+3,515
116
$925K 0.08%
75,305
+3,525
117
$922K 0.08%
172,022
+62,434
118
$922K 0.08%
3,339
+766
119
$911K 0.08%
4,302
+232
120
$908K 0.08%
7,908
+1,145
121
$905K 0.08%
20,818
+3,124
122
$904K 0.08%
2,744
+419
123
$900K 0.07%
7,620
+2,335
124
$890K 0.07%
27,687
-117
125
$889K 0.07%
12,081
+2,439
3 4
5
6 7