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
$2.58B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$13.2M
3
+$12.3M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$8.45M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.7M

Top Sells

1
+$6.35M
2
+$2.56M
3
+$1.81M
4
DOX icon
Amdocs
DOX
+$1.46M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.42M

Sector Composition

1 Technology 11.56%
2 Financials 6.99%
3 Consumer Discretionary 4.92%
4 Industrials 4.82%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.44M 0.06%
+19,630
227
$1.43M 0.06%
6,705
+2,088
228
$1.43M 0.06%
57,380
-630
229
$1.42M 0.06%
57,313
-523
230
$1.42M 0.06%
4,645
-372
231
$1.41M 0.05%
129,172
+47,331
232
$1.41M 0.05%
6,532
+4,153
233
$1.41M 0.05%
1,735
-75
234
$1.41M 0.05%
7,935
+865
235
$1.4M 0.05%
7,298
+33
236
$1.39M 0.05%
12,707
+3,566
237
$1.39M 0.05%
5,884
+6
238
$1.39M 0.05%
9,739
+6,808
239
$1.39M 0.05%
23,754
-1,100
240
$1.38M 0.05%
5,724
+277
241
$1.37M 0.05%
38,613
-236
242
$1.36M 0.05%
42,068
+116
243
$1.35M 0.05%
20,270
+976
244
$1.34M 0.05%
25,786
-882
245
$1.34M 0.05%
16,231
+1,317
246
$1.34M 0.05%
11,301
+3,185
247
$1.33M 0.05%
22,335
-2,594
248
$1.32M 0.05%
27,330
+2,698
249
$1.32M 0.05%
17,062
-3,515
250
$1.32M 0.05%
55,134
-291
8 9
10
11 12