RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
State Street 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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-4,050
127
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128
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-2,104
129
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-1,760
130
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131
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-4,104
132
– –
-2,940
133
– –
-4,500
134
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-33,334
135
– –
-12,956
136
– –
-2,010
2 3 4 5
6