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
$546M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$79.7M
2
+$64.6M
3
+$43.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$41.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$20.3M

Top Sells

1
+$129M
2
+$14.3M
3
+$13.3M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$10.4M

Sector Composition

1 Technology 2.15%
2 Healthcare 1.54%
3 Communication Services 0.93%
4 Financials 0.8%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$44K 0.01%
19,781
+7,441
127
$33K 0.01%
+1,000
128
$32K 0.01%
+10,000
129
$27K ﹤0.01%
+12,093
130
$16K ﹤0.01%
14,556
+2,000
131
– –
-750
132
– –
-13,016
133
– –
-18,281
134
– –
-10,593
135
– –
-12,608
136
– –
-9,300
137
– –
-11,220
2 3 4 5
6