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
351
$1.26M 0.04%
16,360
-468
352
$1.25M 0.04%
+45,876
353
$1.24M 0.04%
17,889
-22,373
354
$1.23M 0.04%
2,027
+513
355
$1.23M 0.04%
13,588
+2,000
356
$1.22M 0.04%
10,705
+3,718
357
$1.21M 0.04%
18,618
+7,492
358
$1.2M 0.04%
130,211
+70,749
359
$1.2M 0.04%
7,977
+174
360
$1.19M 0.04%
+28,584
361
$1.19M 0.04%
11,676
+2,160
362
$1.19M 0.04%
4,119
-242
363
$1.19M 0.04%
164
364
$1.19M 0.04%
+40,899
365
$1.18M 0.04%
4,451
+416
366
$1.18M 0.04%
4,626
+18
367
$1.17M 0.03%
8,213
+133
368
$1.16M 0.03%
12,123
-2,349
369
$1.15M 0.03%
19,559
+5,388
370
$1.15M 0.03%
29,051
+17,529
371
$1.14M 0.03%
2,452
+432
372
$1.13M 0.03%
12,330
+4,949
373
$1.13M 0.03%
128,618
-51,674
374
$1.11M 0.03%
35,277
375
$1.11M 0.03%
17,410
-1,750
13 14
15
16 17