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
176
$302K 0.04%
201,137
+160,290
177
$302K 0.04%
+2,319
178
$298K 0.04%
+2,344
179
$295K 0.04%
+10,950
180
$294K 0.04%
+3,213
181
$294K 0.04%
9,580
-1,695
182
$294K 0.04%
+8,986
183
$293K 0.04%
+7,476
184
$287K 0.04%
+5,063
185
$285K 0.04%
+2,037
186
$284K 0.04%
+628
187
$284K 0.04%
107,540
+86,961
188
$279K 0.04%
+6,298
189
$279K 0.04%
+3,254
190
$274K 0.04%
+7,385
191
$272K 0.04%
+12,891
192
$270K 0.03%
4,504
-1,708
193
$269K 0.03%
+13,500
194
$261K 0.03%
+2,005
195
$261K 0.03%
6,240
-1,555
196
$259K 0.03%
+4,665
197
$258K 0.03%
+14,656
198
$258K 0.03%
+6,581
199
$258K 0.03%
14,016
+571
200
$257K 0.03%
+3,402
6 7
8
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