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
401
$262K 0.02%
+4,500
402
$259K 0.02%
6,501
+964
403
$258K 0.02%
+561
404
$256K 0.02%
4,766
-2,262
405
$253K 0.02%
46,753
+11,975
406
$252K 0.02%
7,865
407
$252K 0.02%
+1,184
408
$252K 0.02%
5,210
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409
$251K 0.02%
+3,064
410
$250K 0.02%
4,711
-76
411
$250K 0.02%
16,694
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412
$244K 0.02%
1,092
-20
413
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2,111
-52
414
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1,101
415
$238K 0.02%
+4,766
416
$237K 0.02%
+4,065
417
$237K 0.02%
3,366
418
$236K 0.02%
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419
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8,940
-3,280
420
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421
$232K 0.02%
+1,207
422
$229K 0.02%
8,528
+750
423
$227K 0.02%
+13,050
424
$227K 0.02%
3,395
-493
425
$226K 0.02%
6,833
15 16
17
18 19