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
651
$241K 0.01%
+1,072
652
$240K 0.01%
4,100
+42
653
$240K 0.01%
6,870
654
$240K 0.01%
3,594
-305
655
$240K 0.01%
21,525
-1,504
656
$239K 0.01%
28,997
-7,096
657
$237K 0.01%
+4,059
658
$237K 0.01%
7,668
-1,816
659
$235K 0.01%
84,462
+16,022
660
$234K 0.01%
+1,031
661
$234K 0.01%
+10,014
662
$234K 0.01%
10,800
663
$233K 0.01%
+2,269
664
$233K 0.01%
+1,218
665
$232K 0.01%
32,854
-338
666
$232K 0.01%
4,761
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667
$232K 0.01%
26,210
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$228K 0.01%
42,061
-23,848
669
$227K 0.01%
+8,438
670
$226K 0.01%
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671
$226K 0.01%
17,070
+3,239
672
$225K 0.01%
22,470
+2,315
673
$224K 0.01%
+1,893
674
$224K 0.01%
2,359
+192
675
$223K 0.01%
+5,205
25 26
27
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