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
276
$1.72M 0.05%
5,952
-137
277
$1.71M 0.05%
9,202
+188
278
$1.71M 0.05%
17,452
+4,898
279
$1.71M 0.05%
28,525
+10,624
280
$1.7M 0.05%
13,024
+5,345
281
$1.68M 0.05%
9,372
+1,195
282
$1.68M 0.05%
62,031
+1,349
283
$1.68M 0.05%
3,459
+430
284
$1.68M 0.05%
34,527
-33,803
285
$1.67M 0.05%
11,981
+2,206
286
$1.67M 0.05%
15,812
-589
287
$1.67M 0.05%
20,247
+462
288
$1.66M 0.05%
9,876
+1,155
289
$1.65M 0.05%
12,836
+6,926
290
$1.64M 0.05%
11,187
+1,498
291
$1.64M 0.05%
5,356
+3,540
292
$1.62M 0.05%
12,800
+2,753
293
$1.62M 0.05%
20,662
+3,089
294
$1.61M 0.05%
9,960
+144
295
$1.6M 0.05%
30,791
+1,938
296
$1.6M 0.05%
+56,085
297
$1.58M 0.05%
13,341
-553
298
$1.57M 0.05%
6,615
+321
299
$1.57M 0.05%
20,140
+16,917
300
$1.56M 0.05%
16,971
+3,461
10 11
12
13 14