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
$890M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.95M
3
+$6.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.33M
5
IAU icon
iShares Gold Trust
IAU
+$5.12M

Top Sells

1
+$3.13M
2
+$1.47M
3
+$1.43M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$772K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$736K

Sector Composition

1 Technology 5.1%
2 Consumer Discretionary 2.5%
3 Healthcare 2.18%
4 Financials 1.97%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$311K 0.03%
7,929
+453
202
$310K 0.03%
2,253
-749
203
$309K 0.03%
5,913
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204
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205
$306K 0.03%
9,580
206
$304K 0.03%
8,278
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207
$303K 0.03%
4,320
+1,353
208
$302K 0.03%
104,190
-129,107
209
$301K 0.03%
7,000
-3,200
210
$298K 0.03%
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211
$294K 0.03%
2,343
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212
$293K 0.03%
+8,040
213
$290K 0.03%
2,830
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214
$289K 0.03%
+1,735
215
$287K 0.03%
34,276
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216
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12,216
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217
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37,726
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218
$281K 0.03%
3,795
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219
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220
$278K 0.03%
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221
$278K 0.03%
27,523
+10,919
222
$276K 0.03%
6,340
+100
223
$275K 0.03%
884
+2
224
$270K 0.03%
+5,829
225
$267K 0.03%
1,103
+251
7 8
9
10 11