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
326
$976K 0.04%
12,669
-2,040
327
$975K 0.04%
3,012
-263
328
$974K 0.04%
23,462
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329
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42,318
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330
$972K 0.04%
16,490
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331
$970K 0.04%
34,170
+1,159
332
$969K 0.04%
15,896
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333
$967K 0.04%
57,607
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334
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9,760
-1,911
335
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16,713
+4,337
336
$960K 0.04%
4,836
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337
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68,148
-17,925
338
$959K 0.04%
68,885
+16,385
339
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113,263
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340
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341
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342
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21,492
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343
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32,865
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344
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15,899
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345
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166,521
-144,185
346
$937K 0.04%
9,909
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347
$931K 0.04%
5,351
-500
348
$916K 0.04%
9,118
-88
349
$912K 0.04%
12,499
-2,553
350
$905K 0.04%
49,256
+3,622
12 13
14
15 16