RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.76B
1-Year Est. Return 24.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.76%
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
+$125M
2
+$18.9M
3
+$14.4M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$13.9M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$13.8M

Top Sells

1
+$71.3M
2
+$36.2M
3
+$12.8M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$11.9M

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
126
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127
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129
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-4,050
130
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131
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132
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133
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-13,631
134
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135
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-3,333
136
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-10,000
2 3 4 5
6