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
176
$621K 0.05%
4,647
+1,001
177
$616K 0.05%
13,452
+1,493
178
$615K 0.05%
5,213
-257
179
$610K 0.05%
15,600
+3,028
180
$609K 0.05%
15,684
+3,239
181
$608K 0.05%
3,700
+881
182
$594K 0.05%
6,441
+1,454
183
$577K 0.05%
8,852
+2,081
184
$576K 0.05%
14,680
+6,280
185
$576K 0.05%
2,477
+247
186
$568K 0.05%
31,726
-3,807
187
$565K 0.05%
11,416
+4,684
188
$562K 0.05%
+12,501
189
$560K 0.05%
2,999
-520
190
$552K 0.05%
2,146
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191
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9,372
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192
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10,655
+1,833
193
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74,103
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194
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31,703
+3,618
195
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10,742
+3,497
196
$533K 0.04%
4,837
+1,399
197
$532K 0.04%
9,531
+2,993
198
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3,124
+1,070
199
$531K 0.04%
4,620
+1,674
200
$526K 0.04%
6,716
6 7
8
9 10