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
251
$1.32M 0.05%
28,785
+4,596
252
$1.31M 0.05%
7,011
-461
253
$1.31M 0.05%
4,486
-3,662
254
$1.29M 0.05%
179,779
+33,646
255
$1.28M 0.05%
6,099
+340
256
$1.28M 0.05%
162,875
-3,697
257
$1.27M 0.05%
9,661
+2,179
258
$1.26M 0.05%
21,855
+1,208
259
$1.26M 0.05%
67,689
+2,805
260
$1.25M 0.05%
23,937
+2,289
261
$1.24M 0.05%
7,760
+2,620
262
$1.24M 0.05%
64,428
+7,688
263
$1.24M 0.05%
66,857
+6,592
264
$1.23M 0.05%
20,225
-535
265
$1.22M 0.05%
18,219
+13,221
266
$1.21M 0.05%
71,313
-15,268
267
$1.21M 0.05%
80,479
+2,297
268
$1.21M 0.05%
4,434
+519
269
$1.2M 0.05%
172
-1
270
$1.2M 0.05%
26,389
-7,675
271
$1.2M 0.05%
3,548
+2
272
$1.19M 0.05%
20,466
+470
273
$1.19M 0.05%
5,266
+165
274
$1.18M 0.05%
7,151
-63
275
$1.18M 0.05%
5,209
+420
9 10
11
12 13