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
501
$681K 0.02%
8,943
-4
502
$681K 0.02%
20,021
+5,008
503
$678K 0.02%
30,561
-215
504
$677K 0.02%
10,089
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505
$673K 0.02%
+2,366
506
$672K 0.02%
3,879
+973
507
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17,068
-2,104
508
$667K 0.02%
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-803
509
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10,342
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510
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57,876
+19,481
511
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8,973
-6,799
512
$659K 0.02%
18,225
-2,990
513
$656K 0.02%
30,271
+4,360
514
$656K 0.02%
5,709
-178
515
$655K 0.02%
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516
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118,826
-9,569
517
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6,794
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518
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+78,126
519
$650K 0.02%
7,077
+1,026
520
$647K 0.02%
6,415
521
$643K 0.02%
+29,874
522
$636K 0.02%
5,328
+484
523
$635K 0.02%
+8,044
524
$631K 0.02%
+1,721
525
$631K 0.02%
46,260
-8,081
19 20
21
22 23