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
376
$804K 0.03%
7,675
+574
377
$804K 0.03%
15,665
+720
378
$804K 0.03%
5,260
+789
379
$803K 0.03%
6,462
+1,173
380
$798K 0.03%
4,828
+3,230
381
$792K 0.03%
69,761
+8,342
382
$784K 0.03%
3,521
-9
383
$776K 0.03%
23,764
-3,418
384
$774K 0.03%
108,615
385
$773K 0.03%
6,539
-92
386
$772K 0.03%
2,278
-191
387
$771K 0.03%
1,894
+264
388
$768K 0.03%
19,341
+1,125
389
$766K 0.03%
22,943
+213
390
$763K 0.03%
+6,836
391
$759K 0.03%
17,824
-6,774
392
$758K 0.03%
26,113
-304
393
$755K 0.03%
9,767
-6,486
394
$750K 0.03%
3,484
+2,242
395
$749K 0.03%
3,218
+804
396
$746K 0.03%
3,277
-556
397
$746K 0.03%
40,379
+16,390
398
$742K 0.03%
1,586
+312
399
$739K 0.03%
8,970
-406
400
$739K 0.03%
3,815
-137
14 15
16
17 18