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
151
$351K 0.05%
50,848
+39,722
152
$351K 0.05%
4,985
+1,699
153
$350K 0.05%
+51,251
154
$343K 0.04%
23,870
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155
$341K 0.04%
+9,034
156
$341K 0.04%
+7,636
157
$339K 0.04%
2,677
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158
$338K 0.04%
+2,691
159
$337K 0.04%
+3,316
160
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+4,672
161
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+3,304
162
$332K 0.04%
+6,517
163
$327K 0.04%
+3,696
164
$323K 0.04%
1,677
165
$323K 0.04%
+8,281
166
$321K 0.04%
880
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167
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168
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169
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4,336
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170
$312K 0.04%
4,057
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171
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172
$309K 0.04%
852
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173
$308K 0.04%
+8,326
174
$306K 0.04%
+3,341
175
$306K 0.04%
+7,966
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