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
576
$523K 0.02%
5,631
-1,672
577
$520K 0.02%
32,221
-2,376
578
$520K 0.02%
6,637
-404
579
$517K 0.02%
19,436
-494
580
$513K 0.02%
2,263
-19
581
$512K 0.02%
15,420
-13,592
582
$511K 0.02%
25,082
583
$509K 0.02%
4,402
+1,524
584
$509K 0.02%
+6,089
585
$506K 0.02%
273
-6
586
$506K 0.02%
1,076
+103
587
$503K 0.02%
1,493
+196
588
$500K 0.01%
+10,069
589
$499K 0.01%
9,934
+1,660
590
$498K 0.01%
4,531
+2,209
591
$496K 0.01%
+90,847
592
$496K 0.01%
+15,792
593
$495K 0.01%
+20,225
594
$494K 0.01%
5,322
595
$492K 0.01%
4,906
-412
596
$487K 0.01%
+40,645
597
$484K 0.01%
2,009
-456
598
$482K 0.01%
23,721
+2,726
599
$481K 0.01%
11,559
+1,503
600
$477K 0.01%
32,559
-5,139
22 23
24
25 26