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
326
$1.4M 0.04%
10,405
+2,562
327
$1.4M 0.04%
5,413
-86
328
$1.39M 0.04%
21,077
-2,015
329
$1.38M 0.04%
76,372
+1,933
330
$1.38M 0.04%
3,757
+601
331
$1.37M 0.04%
12,534
+837
332
$1.37M 0.04%
7,953
+2,732
333
$1.37M 0.04%
15,756
-250
334
$1.35M 0.04%
3,824
+736
335
$1.34M 0.04%
3,083
+2,004
336
$1.33M 0.04%
6,609
+379
337
$1.33M 0.04%
6,469
+522
338
$1.33M 0.04%
5,814
-979
339
$1.31M 0.04%
51,799
+18,309
340
$1.3M 0.04%
3,514
+209
341
$1.29M 0.04%
27,426
+11,862
342
$1.28M 0.04%
90,440
-7,119
343
$1.28M 0.04%
+31,459
344
$1.28M 0.04%
10,488
+3,280
345
$1.28M 0.04%
12,927
+3,579
346
$1.27M 0.04%
4,012
+284
347
$1.27M 0.04%
+1,060
348
$1.27M 0.04%
11,602
-1,505
349
$1.27M 0.04%
5,592
+48
350
$1.26M 0.04%
+27,199
12 13
14
15 16