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
551
$377K 0.01%
+11,083
552
$375K 0.01%
+30,547
553
$373K 0.01%
+27,575
554
$371K 0.01%
37,663
+4,144
555
$368K 0.01%
6,473
-80
556
$365K 0.01%
4,348
-99
557
$365K 0.01%
1,204
+419
558
$363K 0.01%
15,725
559
$361K 0.01%
436
+12
560
$361K 0.01%
14,375
561
$359K 0.01%
2,277
+539
562
$355K 0.01%
12,575
+294
563
$355K 0.01%
7,527
-87
564
$354K 0.01%
24,461
+12,100
565
$353K 0.01%
22,072
+4,725
566
$351K 0.01%
+14,530
567
$350K 0.01%
5,526
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568
$345K 0.01%
4,831
-898
569
$343K 0.01%
29,298
+5,898
570
$340K 0.01%
16,940
+2,056
571
$340K 0.01%
+5,495
572
$340K 0.01%
+623
573
$339K 0.01%
20,136
-6,156
574
$338K 0.01%
16,662
-1,996
575
$335K 0.01%
35,389
-1,174
21 22
23
24 25