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
$776M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$72.1M
2
+$42.3M
3
+$33.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$27.1M
5
IAU icon
iShares Gold Trust
IAU
+$26.5M

Top Sells

1
+$128M
2
+$38.1M
3
+$15.8M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$14.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.31M

Sector Composition

1 Technology 4.57%
2 Healthcare 2.2%
3 Financials 1.77%
4 Consumer Discretionary 1.76%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$439K 0.06%
5,551
+2,615
127
$428K 0.06%
2,117
+407
128
$423K 0.05%
+4,252
129
$422K 0.05%
10,200
+1,200
130
$414K 0.05%
8,557
+3,911
131
$413K 0.05%
+1,998
132
$412K 0.05%
+7,864
133
$411K 0.05%
3,560
+1,359
134
$408K 0.05%
+9,523
135
$405K 0.05%
890
+264
136
$403K 0.05%
+3,002
137
$402K 0.05%
2,452
+333
138
$401K 0.05%
15,646
+4,805
139
$393K 0.05%
+4,006
140
$393K 0.05%
+14,029
141
$389K 0.05%
+9,530
142
$384K 0.05%
5,482
+2,590
143
$381K 0.05%
+9,677
144
$376K 0.05%
16,143
+5,415
145
$370K 0.05%
15,906
+2,454
146
$366K 0.05%
13,081
-554
147
$365K 0.05%
1,513
148
$363K 0.05%
3,026
+652
149
$356K 0.05%
1,656
+289
150
$356K 0.05%
+2,108
4 5
6
7 8