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
$3.35B
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
977
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$21.2M
3
+$19.3M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$15.7M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$11.6M

Top Sells

1
+$170M
2
+$83.6M
3
+$31.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.94M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$4.9M

Sector Composition

1 Technology 12.91%
2 Financials 9.56%
3 Healthcare 5.25%
4 Consumer Discretionary 5.08%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.25M 0.07%
31,784
+818
227
$2.25M 0.07%
36,904
-2,485
228
$2.24M 0.07%
90,220
-1,470
229
$2.23M 0.07%
14,131
-616
230
$2.21M 0.07%
23,154
-6,752
231
$2.2M 0.07%
41,557
+9,121
232
$2.2M 0.07%
353,357
+1,388
233
$2.18M 0.07%
67,956
-8,589
234
$2.16M 0.06%
4,606
+1,187
235
$2.16M 0.06%
23,679
-3,957
236
$2.15M 0.06%
77,753
-19,670
237
$2.15M 0.06%
15,788
+683
238
$2.14M 0.06%
21,298
+51
239
$2.14M 0.06%
35,971
-9,060
240
$2.13M 0.06%
137,918
-17,925
241
$2.13M 0.06%
56,980
+28,046
242
$2.12M 0.06%
6,398
-105
243
$2.11M 0.06%
+2,227
244
$2.11M 0.06%
37,976
-4,583
245
$2.1M 0.06%
19,017
-536
246
$2.09M 0.06%
45,130
+2,023
247
$2.08M 0.06%
5,598
+276
248
$2.03M 0.06%
129,600
-6,760
249
$2.01M 0.06%
+19,331
250
$2.01M 0.06%
+31,891
8 9
10
11 12