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
401
$735K 0.03%
25,758
+5,396
402
$724K 0.03%
2,741
403
$724K 0.03%
94,017
+20,167
404
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6,953
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405
$720K 0.03%
+14,565
406
$716K 0.03%
28,052
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407
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7,637
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408
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33,358
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409
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6,270
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410
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18,333
-6,905
411
$696K 0.03%
3,433
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412
$693K 0.03%
114,225
+32,937
413
$693K 0.03%
3,716
+2,528
414
$693K 0.03%
15,500
-1,571
415
$686K 0.03%
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416
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417
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1,226
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418
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4,577
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419
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420
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10,211
-6,642
421
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+25,737
422
$663K 0.03%
+8,495
423
$662K 0.03%
5,155
+433
424
$662K 0.03%
1,742
-13
425
$660K 0.03%
11,477
-6,732
15 16
17
18 19