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
451
$836K 0.03%
6,687
+1,310
452
$834K 0.02%
29,239
-1,479
453
$834K 0.02%
+54,521
454
$833K 0.02%
427
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455
$818K 0.02%
2,989
-78
456
$816K 0.02%
4,382
-33
457
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2,476
+1
458
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10,531
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459
$801K 0.02%
4,638
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460
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9,966
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461
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15,944
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462
$789K 0.02%
14,008
-2,385
463
$786K 0.02%
8,072
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464
$786K 0.02%
21,133
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465
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466
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467
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48,618
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468
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3,230
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469
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3,133
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$764K 0.02%
+37,649
471
$756K 0.02%
19,197
-315
472
$754K 0.02%
42,793
-16,440
473
$753K 0.02%
35,423
-19,415
474
$751K 0.02%
9,355
+3,204
475
$746K 0.02%
+11,009
17 18
19
20 21