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
$1.39B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$6.12M
3
+$5.62M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.09M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.64M

Top Sells

1
+$1.6M
2
+$1.56M
3
+$1.49M
4
ATUS icon
Altice USA
ATUS
+$1.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$701K

Sector Composition

1 Technology 7.64%
2 Financials 5.11%
3 Consumer Discretionary 3.28%
4 Healthcare 2.91%
5 Communication Services 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$369K 0.03%
1,892
+580
327
$368K 0.03%
3,825
+1,081
328
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330
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331
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+2,333
332
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334
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335
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+17,093
336
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337
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338
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339
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340
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341
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344
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345
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22,679
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346
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347
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85,093
-19,169
348
$328K 0.02%
6,095
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349
$327K 0.02%
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350
$325K 0.02%
3,083
+161
12 13
14
15 16