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
626
$271K 0.01%
+1,413
627
$271K 0.01%
+1,785
628
$271K 0.01%
+2,523
629
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7,104
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630
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631
$265K 0.01%
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632
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633
$263K 0.01%
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634
$262K 0.01%
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635
$260K 0.01%
12,165
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636
$256K 0.01%
2,386
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637
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638
$255K 0.01%
24,131
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639
$255K 0.01%
34,794
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640
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641
$253K 0.01%
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642
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$250K 0.01%
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644
$247K 0.01%
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$246K 0.01%
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647
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648
$243K 0.01%
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649
$242K 0.01%
1,470
-383
650
$242K 0.01%
2,703
-56
24 25
26
27 28