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
351
$903K 0.04%
10,547
-3,850
352
$899K 0.03%
28,837
-6,041
353
$898K 0.03%
37,661
-626
354
$893K 0.03%
18,845
-1,047
355
$884K 0.03%
16,389
+238
356
$881K 0.03%
4,081
-53
357
$878K 0.03%
3,352
+55
358
$877K 0.03%
20,266
+2,056
359
$871K 0.03%
37,856
-3,916
360
$870K 0.03%
6,842
+931
361
$870K 0.03%
138,121
+12,391
362
$868K 0.03%
13,436
+1,272
363
$866K 0.03%
5,681
-44
364
$863K 0.03%
42,294
-532
365
$861K 0.03%
10,994
+1,864
366
$834K 0.03%
8,430
-526
367
$828K 0.03%
1,710
+45
368
$827K 0.03%
12,800
+1,710
369
$824K 0.03%
344,708
+161,610
370
$823K 0.03%
12,541
-2,883
371
$816K 0.03%
5,600
+681
372
$814K 0.03%
10,768
+559
373
$813K 0.03%
+6,434
374
$812K 0.03%
5,965
-249
375
$810K 0.03%
8,884
+3,893
13 14
15
16 17