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
$1.39B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$6.12M
3
+$5.62M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.09M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.64M

Top Sells

1
+$1.6M
2
+$1.56M
3
+$1.49M
4
ATUS icon
Altice USA
ATUS
+$1.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$701K

Sector Composition

1 Technology 7.64%
2 Financials 5.11%
3 Consumer Discretionary 3.28%
4 Healthcare 2.91%
5 Communication Services 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$492K 0.04%
4,778
-5
252
$491K 0.04%
1,942
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253
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7,151
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254
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255
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6,535
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256
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257
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8,115
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258
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9,659
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259
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260
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261
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263
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264
$464K 0.03%
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265
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269
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271
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272
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+2,045
273
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3,774
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274
$447K 0.03%
13,977
+155
275
$445K 0.03%
3,905
+905
9 10
11
12 13