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
$890M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.95M
3
+$6.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.33M
5
IAU icon
iShares Gold Trust
IAU
+$5.12M

Top Sells

1
+$3.13M
2
+$1.47M
3
+$1.43M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$772K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$736K

Sector Composition

1 Technology 5.1%
2 Consumer Discretionary 2.5%
3 Healthcare 2.18%
4 Financials 1.97%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$526K 0.06%
1,192
+340
127
$523K 0.06%
13,297
-5,395
128
$523K 0.06%
3,857
-1,000
129
$513K 0.06%
13,275
+6,694
130
$512K 0.06%
4,080
+1,556
131
$507K 0.06%
3,426
-94
132
$506K 0.06%
2,238
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133
$504K 0.06%
51,227
+8,048
134
$501K 0.06%
27,817
+3,947
135
$501K 0.06%
3,215
+1,178
136
$498K 0.06%
16,301
+2,272
137
$494K 0.06%
2,803
+351
138
$491K 0.06%
9,426
+1,562
139
$491K 0.06%
11,175
+1,652
140
$489K 0.05%
4,683
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141
$484K 0.05%
967
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142
$482K 0.05%
6,426
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143
$480K 0.05%
64,917
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144
$478K 0.05%
3,207
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145
$477K 0.05%
4,097
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146
$477K 0.05%
7,902
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147
$472K 0.05%
2,999
-27
148
$471K 0.05%
5,689
+704
149
$467K 0.05%
6,049
+1,713
150
$466K 0.05%
3,262
+918
4 5
6
7 8