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
426
$658K 0.03%
2,396
+498
427
$657K 0.03%
+9,600
428
$656K 0.03%
19,299
-280
429
$654K 0.03%
57,953
+21,195
430
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21,143
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431
$648K 0.03%
28,632
+4,822
432
$647K 0.03%
9,231
+1,246
433
$646K 0.03%
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434
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14,808
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435
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436
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2,777
437
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30,237
+5,059
438
$628K 0.02%
12,065
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439
$627K 0.02%
22,050
+600
440
$627K 0.02%
5,013
-462
441
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442
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18,251
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443
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17,201
-1,361
444
$615K 0.02%
11,090
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445
$611K 0.02%
10,606
-187
446
$608K 0.02%
4,754
-285
447
$607K 0.02%
428
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448
$606K 0.02%
111,890
-14,295
449
$601K 0.02%
1,607
-23
450
$594K 0.02%
3,389
-910
16 17
18
19 20