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
526
$430K 0.02%
3,212
-1,547
527
$427K 0.02%
3,214
+230
528
$426K 0.02%
+8,813
529
$425K 0.02%
4,380
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530
$421K 0.02%
4,851
-82
531
$419K 0.02%
12,476
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532
$405K 0.02%
1,137
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533
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534
$402K 0.02%
9,478
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535
$398K 0.02%
4,785
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536
$398K 0.02%
1,631
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537
$397K 0.02%
6,736
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538
$395K 0.02%
5,495
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539
$390K 0.02%
11,620
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540
$388K 0.02%
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$385K 0.01%
33,694
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20,226
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544
$383K 0.01%
11,085
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545
$382K 0.01%
18,432
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546
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547
$382K 0.01%
4,966
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548
$378K 0.01%
+7,557
549
$377K 0.01%
71,617
-33,760
550
$377K 0.01%
4,518
-405
20 21
22
23 24