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
201
$524K 0.04%
+2,449
202
$523K 0.04%
5,005
+1,108
203
$522K 0.04%
11,209
-1,535
204
$522K 0.04%
6,899
+1,200
205
$518K 0.04%
+8,013
206
$517K 0.04%
10,781
+1,857
207
$504K 0.04%
7,702
+1,527
208
$500K 0.04%
2,630
+641
209
$495K 0.04%
4,895
+300
210
$492K 0.04%
9,739
+2,230
211
$490K 0.04%
+8,032
212
$486K 0.04%
31,419
+2,894
213
$484K 0.04%
208,642
+68,744
214
$484K 0.04%
4,212
+725
215
$472K 0.04%
2,132
-671
216
$472K 0.04%
3,140
+1,693
217
$472K 0.04%
2,253
-150
218
$468K 0.04%
4,446
-841
219
$468K 0.04%
1,935
+246
220
$467K 0.04%
1,661
-170
221
$466K 0.04%
4,968
+843
222
$466K 0.04%
3,795
+1,076
223
$463K 0.04%
6,155
+132
224
$461K 0.04%
34,553
+10,463
225
$456K 0.04%
4,656
+1,494
7 8
9
10 11