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
301
$1.05M 0.04%
7,248
+2,361
302
$1.04M 0.04%
3,544
-212
303
$1.04M 0.04%
15,569
-1,955
304
$1.04M 0.04%
13,117
-1,373
305
$1.03M 0.04%
7,900
+38
306
$1.03M 0.04%
31,020
-2,082
307
$1.03M 0.04%
6,468
+764
308
$1.02M 0.04%
8,420
-6,205
309
$1.02M 0.04%
12,811
+1,870
310
$1.02M 0.04%
2,519
-431
311
$1.02M 0.04%
13,111
-142
312
$1.01M 0.04%
30,353
+4,074
313
$1.01M 0.04%
34,432
-11,055
314
$1.01M 0.04%
5,239
+1,136
315
$1M 0.04%
16,081
-523
316
$999K 0.04%
5,593
+892
317
$996K 0.04%
6,756
+1,500
318
$990K 0.04%
+8,660
319
$989K 0.04%
3,159
+423
320
$987K 0.04%
1,720
-83
321
$983K 0.04%
101,591
+11,186
322
$982K 0.04%
10,060
+1,174
323
$978K 0.04%
1,899
+316
324
$976K 0.04%
12,533
+2,213
325
$976K 0.04%
18,297
-457
11 12
13
14 15