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
451
$206K 0.01%
1,076
-60
452
$205K 0.01%
+633
453
$205K 0.01%
+9,534
454
$204K 0.01%
46,605
+934
455
$204K 0.01%
52,278
+5,660
456
$204K 0.01%
4,777
-83
457
$203K 0.01%
3,295
458
$203K 0.01%
+2,539
459
$203K 0.01%
+1,036
460
$203K 0.01%
+1,311
461
$202K 0.01%
+733
462
$201K 0.01%
+582
463
$201K 0.01%
3,442
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464
$200K 0.01%
+6,600
465
$190K 0.01%
16,542
+78
466
$188K 0.01%
16,272
-4,059
467
$185K 0.01%
+330,971
468
$177K 0.01%
+1,425
469
$177K 0.01%
11,525
+148
470
$176K 0.01%
12,026
-869
471
$175K 0.01%
15,918
+3,753
472
$172K 0.01%
29,370
+14,157
473
$163K 0.01%
10,631
-1,265
474
$150K 0.01%
12,664
-1,942
475
$139K 0.01%
+13,802
17 18
19
20 21