RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$624M
AUM Growth
-$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$5.18M
3
+$5.04M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.91M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.83M

Top Sells

1
+$95.1M
2
+$18.8M
3
+$15.1M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.43M

Sector Composition

1 Technology 2.97%
2 Healthcare 1.23%
3 Financials 0.94%
4 Communication Services 0.87%
5 Consumer Discretionary 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,470
202
– –
-3,840
203
– –
-80
204
– –
-10,598
205
– –
-40,650
5 6 7 8
9