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
451
$592K 0.02%
9,917
-1,339
452
$591K 0.02%
10,883
+78
453
$590K 0.02%
43,899
+9,962
454
$589K 0.02%
108,623
+88,980
455
$585K 0.02%
1,620
+33
456
$585K 0.02%
+4,162
457
$584K 0.02%
2,414
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458
$583K 0.02%
60,285
-14,227
459
$581K 0.02%
21,353
-93
460
$580K 0.02%
140,197
+56,990
461
$579K 0.02%
18,946
+373
462
$568K 0.02%
4,348
+69
463
$561K 0.02%
17,564
-1,098
464
$559K 0.02%
5,164
+258
465
$558K 0.02%
5,526
+1,586
466
$556K 0.02%
2,197
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467
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11,589
-6,064
468
$553K 0.02%
8,074
-827
469
$548K 0.02%
4,529
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470
$547K 0.02%
1,044
-96
471
$545K 0.02%
5,377
+1,767
472
$542K 0.02%
3,296
-1,349
473
$541K 0.02%
5,410
-4,600
474
$540K 0.02%
380
+147
475
$530K 0.02%
14,761
-2,895
17 18
19
20 21