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
401
$1M 0.03%
8,993
-96
402
$1M 0.03%
119,820
-2,653
403
$1M 0.03%
24,886
-3,293
404
$991K 0.03%
4,942
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405
$984K 0.03%
2,345
+12
406
$972K 0.03%
6,054
+312
407
$968K 0.03%
33,170
+14,330
408
$967K 0.03%
31,792
+4,428
409
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12,901
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410
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8,721
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411
$958K 0.03%
32,108
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412
$949K 0.03%
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-112
413
$948K 0.03%
53,536
-6,490
414
$942K 0.03%
15,762
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415
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89,022
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417
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10,213
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418
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419
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20,761
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420
$920K 0.03%
12,850
-88
421
$919K 0.03%
1,794
+430
422
$919K 0.03%
13,545
+10,254
423
$917K 0.03%
+47,577
424
$917K 0.03%
+15,428
425
$912K 0.03%
162,526
+17,705
15 16
17
18 19