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
551
$585K 0.02%
+9,178
552
$585K 0.02%
8,218
+574
553
$584K 0.02%
716
+45
554
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555
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556
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8,811
+750
557
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25,902
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558
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8,120
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559
$571K 0.02%
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-37,294
560
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561
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8,939
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562
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3,025
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563
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11,499
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564
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+3,643
565
$554K 0.02%
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566
$549K 0.02%
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567
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569
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32,648
-7,015
570
$543K 0.02%
62,366
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571
$534K 0.02%
21,322
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572
$534K 0.02%
20,078
-4,508
573
$532K 0.02%
1,112
+246
574
$531K 0.02%
897
-1
575
$525K 0.02%
+93,012
21 22
23
24 25