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
26
$15.4M 0.6%
59,124
+396
27
$14M 0.54%
99,402
-682
28
$13.5M 0.52%
23,082
-1,564
29
$12.2M 0.47%
34,103
+268
30
$11.4M 0.44%
66,775
+6,387
31
$11M 0.43%
18,483
+452
32
$10.9M 0.42%
16,549
+430
33
$10.5M 0.41%
71,669
+14,034
34
$10.2M 0.4%
28,841
+369
35
$9.53M 0.37%
181,425
+9,099
36
$8.88M 0.34%
16,866
+2,744
37
$8.85M 0.34%
83,951
-3,486
38
$8.74M 0.34%
84,518
+2,595
39
$8.41M 0.33%
24,261
+4,250
40
$8.1M 0.31%
32,583
-30
41
$7.98M 0.31%
97,210
-12,591
42
$7.81M 0.3%
69,950
+4,310
43
$7.49M 0.29%
6,437
-401
44
$7.22M 0.28%
71,503
+3,821
45
$7.22M 0.28%
16,925
-196
46
$6.99M 0.27%
41,893
+1,728
47
$6.66M 0.26%
14,393
-85
48
$6.52M 0.25%
31,096
-1,938
49
$6.51M 0.25%
128,775
-9,588
50
$6.38M 0.25%
63,801
-1,446
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