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
426
$226K 0.02%
4,074
+253
427
$225K 0.02%
+4,597
428
$225K 0.02%
+15,000
429
$223K 0.02%
2,006
430
$223K 0.02%
+13,310
431
$222K 0.02%
3,018
+54
432
$220K 0.02%
+3,719
433
$219K 0.02%
17,380
+3,566
434
$218K 0.02%
3,292
-95
435
$216K 0.02%
+593
436
$215K 0.02%
+2,180
437
$214K 0.02%
+75,245
438
$214K 0.02%
1,980
-151
439
$213K 0.02%
+1,302
440
$212K 0.02%
+4,701
441
$212K 0.02%
+2,430
442
$211K 0.02%
+6,197
443
$211K 0.02%
7,183
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444
$211K 0.02%
+2,902
445
$210K 0.02%
+322
446
$209K 0.02%
+604
447
$209K 0.02%
+4,306
448
$207K 0.01%
+3,648
449
$207K 0.01%
1,516
450
$206K 0.01%
+4,730
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