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
1
$122M 15.66%
776,989
+211,279
2
$72.7M 9.36%
234,825
+232,730
3
$60.5M 7.79%
244,246
+82,132
4
$55.6M 7.17%
669,465
-8,373
5
$49.6M 6.39%
403,354
-8,508
6
$42.9M 5.52%
749,672
+740,843
7
$29.2M 3.75%
751,526
-214,258
8
$28.8M 3.71%
93,502
+87,844
9
$26.5M 3.42%
+781,250
10
$25.8M 3.32%
499,590
-56,050
11
$20M 2.57%
419,662
-332,061
12
$19.5M 2.51%
164,629
+107,609
13
$13.2M 1.7%
145,096
+23,708
14
$6.18M 0.8%
112,992
+63,834
15
$6.05M 0.78%
45,260
-958,301
16
$5.52M 0.71%
109,604
-757,334
17
$5.18M 0.67%
25,468
+6,367
18
$5.01M 0.64%
57,807
+14,148
19
$4.99M 0.64%
66,654
+1,978
20
$4.54M 0.58%
147,048
-83,294
21
$4.39M 0.57%
89,456
+47,953
22
$4.18M 0.54%
30,300
+7,180
23
$3.98M 0.51%
151,753
+30,697
24
$3.88M 0.5%
69,704
+20,242
25
$3.55M 0.46%
99,945
-6,747
1
2 3 4 5