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
476
$139K 0.01%
10,396
-444
477
$138K 0.01%
+16,559
478
$127K 0.01%
+14,961
479
$127K 0.01%
38,278
-12,937
480
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15,388
-2,494
481
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+45,757
482
$122K 0.01%
17,398
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483
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484
$108K 0.01%
19,690
-964
485
$103K 0.01%
+10,820
486
$102K 0.01%
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487
$101K 0.01%
1,000
488
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14,520
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489
$90K 0.01%
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490
$86K 0.01%
+14,957
491
$86K 0.01%
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492
$84K 0.01%
38,926
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493
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494
$81K 0.01%
12,528
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495
$76K 0.01%
6,379
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496
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+12,639
497
$69K 0.01%
1,160
498
$63K ﹤0.01%
2,468
499
$63K ﹤0.01%
+10,000
500
$36K ﹤0.01%
17,627
-594
18 19
20
21 22