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
201
$256K 0.03%
+1,868
202
$255K 0.03%
+4,069
203
$255K 0.03%
+1,764
204
$253K 0.03%
35,997
+7,482
205
$252K 0.03%
+14,945
206
$247K 0.03%
2,524
-522
207
$247K 0.03%
55,703
+25,752
208
$246K 0.03%
+882
209
$245K 0.03%
+3,773
210
$242K 0.03%
+4,016
211
$241K 0.03%
+42,944
212
$240K 0.03%
+22,208
213
$239K 0.03%
27,681
+13,619
214
$238K 0.03%
+2,091
215
$238K 0.03%
+1,120
216
$237K 0.03%
137,745
+97,947
217
$234K 0.03%
+2,766
218
$232K 0.03%
41,219
+27,308
219
$230K 0.03%
+17,815
220
$227K 0.03%
+1,101
221
$227K 0.03%
29,237
+17,363
222
$227K 0.03%
+1,449
223
$223K 0.03%
+6,811
224
$222K 0.03%
5,296
-4,730
225
$222K 0.03%
+7,521
7 8
9
10 11