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
576
$333K 0.01%
20,056
-4,503
577
$333K 0.01%
4,205
-55
578
$332K 0.01%
5,427
+269
579
$332K 0.01%
4,205
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580
$330K 0.01%
10,415
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581
$329K 0.01%
+31,689
582
$327K 0.01%
2,042
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583
$326K 0.01%
1,501
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584
$325K 0.01%
8,675
+1,842
585
$323K 0.01%
3,854
-1,765
586
$323K 0.01%
+10,290
587
$322K 0.01%
53,910
-3,415
588
$320K 0.01%
4,263
+2
589
$320K 0.01%
+16,026
590
$318K 0.01%
2,458
-54
591
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592
$317K 0.01%
6,455
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593
$316K 0.01%
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594
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+25,674
595
$308K 0.01%
+47,376
596
$304K 0.01%
8,725
+109
597
$299K 0.01%
2,359
-319
598
$298K 0.01%
51,797
-136
599
$298K 0.01%
4,850
+247
600
$295K 0.01%
+16,101
22 23
24
25 26