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
276
$1.18M 0.05%
5,723
+43
277
$1.17M 0.05%
2,598
-25
278
$1.16M 0.05%
5,060
-206
279
$1.16M 0.04%
6,793
-1,448
280
$1.15M 0.04%
41,825
-1,719
281
$1.14M 0.04%
20,806
+671
282
$1.14M 0.04%
4,743
+130
283
$1.13M 0.04%
5,674
284
$1.13M 0.04%
4,745
+780
285
$1.13M 0.04%
23,597
+31
286
$1.13M 0.04%
13,314
-970
287
$1.13M 0.04%
4,870
-576
288
$1.12M 0.04%
25,584
-3,694
289
$1.12M 0.04%
15,221
+1,729
290
$1.11M 0.04%
129,014
+12,702
291
$1.1M 0.04%
6,695
-74
292
$1.09M 0.04%
112,916
+28,681
293
$1.09M 0.04%
2
294
$1.08M 0.04%
35,734
+8,211
295
$1.08M 0.04%
7,213
+117
296
$1.08M 0.04%
30,076
-19,040
297
$1.08M 0.04%
15,642
+2,046
298
$1.07M 0.04%
12,130
-16,652
299
$1.06M 0.04%
6,745
-178
300
$1.05M 0.04%
18,822
-9
10 11
12
13 14