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
376
$1.1M 0.03%
5,248
+1,199
377
$1.1M 0.03%
15,633
+2,953
378
$1.1M 0.03%
10,952
+4,322
379
$1.1M 0.03%
2,022
+776
380
$1.09M 0.03%
3,051
+900
381
$1.09M 0.03%
21,266
+5,874
382
$1.08M 0.03%
53,824
-43,457
383
$1.08M 0.03%
18,027
+576
384
$1.08M 0.03%
18,520
+6,848
385
$1.07M 0.03%
9,241
+175
386
$1.07M 0.03%
10,957
+2,068
387
$1.07M 0.03%
5,168
+120
388
$1.06M 0.03%
42,703
+6,750
389
$1.06M 0.03%
6,932
+395
390
$1.06M 0.03%
5,355
+718
391
$1.06M 0.03%
2,299
+64
392
$1.05M 0.03%
73,978
-32,095
393
$1.04M 0.03%
8,676
+11
394
$1.04M 0.03%
21,949
-2,008
395
$1.02M 0.03%
6,689
-82
396
$1.02M 0.03%
24,048
-3,998
397
$1.02M 0.03%
11,979
-678
398
$1.01M 0.03%
1,618
399
$1.01M 0.03%
+39,855
400
$1.01M 0.03%
30,147
-420
14 15
16
17 18