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
501
$475K 0.02%
589
+72
502
$474K 0.02%
2,902
-1,227
503
$473K 0.02%
2,808
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504
$471K 0.02%
38,679
-33,466
505
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14,660
-35
506
$467K 0.02%
1,706
-393
507
$466K 0.02%
63,271
-1,141
508
$462K 0.02%
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-947
509
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-287
510
$454K 0.02%
6,791
-583
511
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34,250
-4,572
512
$450K 0.02%
+67,774
513
$450K 0.02%
2,330
+35
514
$450K 0.02%
12,223
+3,337
515
$448K 0.02%
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516
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17,887
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517
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518
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519
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3,242
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520
$439K 0.02%
9,134
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521
$438K 0.02%
25,421
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522
$437K 0.02%
2,074
-285
523
$437K 0.02%
497
-13
524
$435K 0.02%
1,756
-56
525
$435K 0.02%
18,636
+1,044
19 20
21
22 23