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
476
$527K 0.02%
53,000
+2,812
477
$525K 0.02%
21,750
-3,458
478
$525K 0.02%
14,841
-6,114
479
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+3,018
480
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481
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39,758
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482
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28,134
-4,733
483
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14,975
-4,552
484
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-28
485
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15,249
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486
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6,407
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487
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47,603
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488
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17,484
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489
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492
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493
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13,699
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495
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496
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9,474
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3,521
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498
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16,180
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499
$479K 0.02%
863
-1
500
$478K 0.02%
19,960
18 19
20
21 22