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
151
$463K 0.05%
2,802
-8
152
$447K 0.05%
2,621
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153
$447K 0.05%
17,253
+1,347
154
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155
$434K 0.05%
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156
$426K 0.05%
7,116
-3,236
157
$425K 0.05%
3,907
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158
$424K 0.05%
4,836
+830
159
$422K 0.05%
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+651
160
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19,218
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161
$414K 0.05%
11,932
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162
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9,536
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163
$397K 0.04%
20,588
-8,131
164
$389K 0.04%
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165
$387K 0.04%
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166
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167
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168
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169
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8,031
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170
$374K 0.04%
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171
$373K 0.04%
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172
$372K 0.04%
+4,595
173
$370K 0.04%
+2,579
174
$368K 0.04%
2,463
+458
175
$368K 0.04%
+2,109
5 6
7
8 9