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
251
$2M 0.06%
51,513
-20,420
252
$1.98M 0.06%
8,930
+92
253
$1.97M 0.06%
+8,956
254
$1.94M 0.06%
10,844
+274
255
$1.94M 0.06%
79,682
+46,823
256
$1.92M 0.06%
14,107
257
$1.91M 0.06%
20,725
+1,439
258
$1.91M 0.06%
+9,042
259
$1.9M 0.06%
+15,296
260
$1.89M 0.06%
40,852
+18,757
261
$1.85M 0.06%
7,650
+616
262
$1.85M 0.06%
22,098
+3,006
263
$1.84M 0.06%
+25,336
264
$1.83M 0.05%
6,744
+244
265
$1.83M 0.05%
21,094
+1,219
266
$1.83M 0.05%
10,718
+1,781
267
$1.82M 0.05%
46,930
+3,146
268
$1.8M 0.05%
14,926
+11,333
269
$1.8M 0.05%
58,306
-34,805
270
$1.79M 0.05%
5,727
-555
271
$1.79M 0.05%
32,605
+410
272
$1.77M 0.05%
20,999
+10,318
273
$1.74M 0.05%
83,424
-4,781
274
$1.74M 0.05%
20,958
-3,271
275
$1.72M 0.05%
10,062
+5,117
9 10
11
12 13