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
26
$20.1M 0.6%
129,820
-2,024
27
$19.4M 0.58%
78,931
+1,784
28
$19.1M 0.57%
20,222
+428
29
$18.7M 0.56%
32,365
+983
30
$17.8M 0.53%
202,209
-2,129
31
$17.4M 0.52%
21,074
-124
32
$17.4M 0.52%
111,263
+643
33
$13.8M 0.41%
144,672
+17,233
34
$13.7M 0.41%
81,898
-506
35
$13.2M 0.39%
77,292
-1,026
36
$12.4M 0.37%
74,799
+16,891
37
$11.5M 0.34%
102,440
+14,212
38
$11M 0.33%
66,498
-3,173
39
$10.6M 0.32%
19,387
+1,383
40
$10.2M 0.3%
91,310
-1,163
41
$10M 0.3%
71,881
+486
42
$10M 0.3%
38,686
-146
43
$9.91M 0.3%
165,110
+8,096
44
$9.79M 0.29%
82,351
+12,488
45
$9.76M 0.29%
61,487
+7,603
46
$9.64M 0.29%
18,406
+1,772
47
$9.54M 0.29%
115,347
+21,189
48
$9.52M 0.28%
35,985
+950
49
$9.08M 0.27%
4,923
-338
50
$8.95M 0.27%
176,078
-156,151
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