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
26
$5.28M 0.38%
42,120
+5,960
27
$4.58M 0.33%
175,490
+1,715
28
$4.5M 0.32%
28,913
+3,980
29
$4.45M 0.32%
19,050
+1,333
30
$4.42M 0.32%
220,720
+40,000
31
$4.41M 0.32%
58,999
-90
32
$4.22M 0.3%
24,020
+2,343
33
$4.1M 0.3%
34,109
+4,671
34
$4.08M 0.29%
11,734
+3,277
35
$4.05M 0.29%
153,733
+22,353
36
$4.05M 0.29%
14,580
+2,751
37
$4.01M 0.29%
39,436
+1,306
38
$4M 0.29%
36,237
-6,177
39
$3.96M 0.28%
131,796
-159
40
$3.66M 0.26%
+126,117
41
$3.53M 0.25%
38,124
+762
42
$3.5M 0.25%
45,024
+6,374
43
$3.49M 0.25%
137,536
+560
44
$3.4M 0.25%
29,466
+6,849
45
$3.1M 0.22%
125,138
+218
46
$3.04M 0.22%
321,563
+38,893
47
$3.02M 0.22%
49,160
-345
48
$2.97M 0.21%
7,421
+1,037
49
$2.9M 0.21%
24,776
+153
50
$2.84M 0.2%
60,715
1
2
3 4 5