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
351
$319K 0.02%
3,713
-65
352
$318K 0.02%
+2,024
353
$318K 0.02%
1,266
+153
354
$316K 0.02%
+4,321
355
$315K 0.02%
791
+1
356
$313K 0.02%
1,981
-3
357
$312K 0.02%
3,911
-681
358
$309K 0.02%
+63,802
359
$308K 0.02%
15,636
-762
360
$307K 0.02%
2,277
+831
361
$306K 0.02%
3,930
+66
362
$304K 0.02%
49,976
-1,447
363
$303K 0.02%
15,680
+4,450
364
$302K 0.02%
+5,000
365
$300K 0.02%
+1,536
366
$299K 0.02%
4,825
+416
367
$298K 0.02%
+5,741
368
$298K 0.02%
1,873
+209
369
$298K 0.02%
+2,886
370
$297K 0.02%
5,214
-1,113
371
$296K 0.02%
+3,543
372
$295K 0.02%
927
+233
373
$293K 0.02%
11,010
374
$288K 0.02%
+754
375
$288K 0.02%
2,035
+445
13 14
15
16 17