RWM
Ritholtz Wealth Management Portfolio holdings
AUM
$4.53B
This Quarter Return
+2.41%
1 Year Return
+18.97%
3 Year Return
+75.65%
5 Year Return
+122.65%
10 Year Return
–
AUM
$585M
AUM Growth
+$585M
(+7.2%)
Cap. Flow
+$26.7M
Cap. Flow
% of AUM
4.56%
Top 10 Holdings %
Top 10 Hldgs %
76.26%
Holding
140
New
10
Increased
56
Reduced
50
Closed
7
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$14.8M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$6.47M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$4.67M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$3.92M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$3.27M |
Top Sells
Sector Composition
| 1 | Technology | 2.04% |
| 2 | Healthcare | 1.37% |
| 3 | Communication Services | 0.93% |
| 4 | Financials | 0.81% |
| 5 | Industrials | 0.74% |
