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
301
$1.55M 0.05%
18,282
-3,038
302
$1.54M 0.05%
6,971
+223
303
$1.53M 0.05%
6,927
+1,821
304
$1.53M 0.05%
34,725
+339
305
$1.53M 0.05%
18,401
+14
306
$1.52M 0.05%
97,026
+29,302
307
$1.5M 0.04%
69,872
+2,430
308
$1.5M 0.04%
9,042
-2,026
309
$1.5M 0.04%
4,560
-208
310
$1.5M 0.04%
11,331
+308
311
$1.48M 0.04%
+60,294
312
$1.47M 0.04%
+43,114
313
$1.46M 0.04%
94,781
+13,807
314
$1.46M 0.04%
34,384
-115,194
315
$1.46M 0.04%
7,772
+1,321
316
$1.46M 0.04%
19,554
-1,508
317
$1.46M 0.04%
5,527
+117
318
$1.45M 0.04%
4,757
+716
319
$1.45M 0.04%
46,027
-405
320
$1.45M 0.04%
25,568
+15,464
321
$1.43M 0.04%
14,632
+11,445
322
$1.43M 0.04%
4,430
-9
323
$1.43M 0.04%
9,838
+281
324
$1.43M 0.04%
16,319
+3,203
325
$1.42M 0.04%
24,324
-30
11 12
13
14 15