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
$441M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$19.1M
3
+$14M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$13.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$13.6M

Top Sells

1
+$66.1M
2
+$33.4M
3
+$13M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$12M

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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-3,427
127
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-4,050
128
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-791
129
– –
-2,104
130
– –
-1,760
131
– –
-2,010
132
– –
-2,130
133
– –
-4,104
134
– –
-2,940
135
– –
-4,500
136
– –
-33,334
2 3 4 5
6