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
$1.2B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$16.6M
3
+$16.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.11M

Top Sells

1
+$35.3M
2
+$2.35M
3
+$957K
4
VT icon
Vanguard Total World Stock ETF
VT
+$641K
5
STWD icon
Starwood Property Trust
STWD
+$367K

Sector Composition

1 Technology 6.96%
2 Financials 4.89%
3 Consumer Discretionary 3.12%
4 Healthcare 2.48%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$867K 0.07%
47,032
+21,914
127
$866K 0.07%
4,581
+832
128
$865K 0.07%
3,927
+1,012
129
$862K 0.07%
370
-11
130
$862K 0.07%
18,590
+7,360
131
$853K 0.07%
11,590
+2,092
132
$851K 0.07%
13,742
+5,097
133
$825K 0.07%
7,657
-411
134
$819K 0.07%
17,588
+7,191
135
$812K 0.07%
15,875
+4,398
136
$802K 0.07%
15,512
+4,200
137
$794K 0.07%
19,539
+2,539
138
$791K 0.07%
5,723
+2,396
139
$789K 0.07%
4,190
+1,371
140
$787K 0.07%
6,567
+1,877
141
$784K 0.07%
61,119
+7,527
142
$781K 0.07%
6,126
+1,657
143
$761K 0.06%
10,505
-373
144
$750K 0.06%
1,313
-176
145
$749K 0.06%
11,728
+2,477
146
$743K 0.06%
88,765
+7,176
147
$741K 0.06%
4,745
+1,562
148
$737K 0.06%
29,903
+1,729
149
$733K 0.06%
3,376
+452
150
$727K 0.06%
16,261
+6,094
4 5
6
7 8