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
376
$287K 0.02%
1,552
-6
377
$287K 0.02%
+3,221
378
$287K 0.02%
+15,530
379
$286K 0.02%
+28,058
380
$283K 0.02%
1,880
-5
381
$279K 0.02%
+4,506
382
$277K 0.02%
292
383
$276K 0.02%
5,392
384
$276K 0.02%
15,112
385
$274K 0.02%
+3,432
386
$273K 0.02%
8,320
+2,256
387
$272K 0.02%
4,227
-170
388
$272K 0.02%
+2,097
389
$270K 0.02%
+8,018
390
$269K 0.02%
4,030
391
$269K 0.02%
4,868
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392
$268K 0.02%
+5,800
393
$267K 0.02%
4,837
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394
$267K 0.02%
+6,628
395
$266K 0.02%
+7,163
396
$265K 0.02%
+1,095
397
$265K 0.02%
2,092
-56
398
$264K 0.02%
1,970
-301
399
$264K 0.02%
1,949
+109
400
$262K 0.02%
9,030
14 15
16
17 18