RWM
Ritholtz Wealth Management Portfolio holdings
AUM
$4.53B
1-Year Return
18.97%
This Quarter Return
+16.38%
1 Year Return
+18.97%
3 Year Return
+75.65%
5 Year Return
+122.65%
10 Year Return
–
AUM
$776M
AUM Growth
+$152M
(+24%)
Cap. Flow
+$85.2M
Cap. Flow
% of AUM
10.98%
Top 10 Holdings %
Top 10 Hldgs %
66.14%
Holding
289
New
111
Increased
134
Reduced
29
Closed
11
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$72.1M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$42.3M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$33.1M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$27.1M |
| 5 |
iShares Gold Trust
IAU
|
$26.5M |
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$128M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$38.1M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$15.8M |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$14.6M |
| 5 |
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% |
