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
701
$202K 0.01%
+537
702
$202K 0.01%
+2,653
703
$200K 0.01%
772
-232
704
$199K 0.01%
19,444
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705
$197K 0.01%
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706
$196K 0.01%
795
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707
$186K 0.01%
11,498
+186
708
$180K 0.01%
48,139
709
$177K 0.01%
+11,450
710
$167K 0.01%
19,759
+2,089
711
$164K 0.01%
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712
$156K 0.01%
13,720
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713
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25,027
+4,756
714
$145K 0.01%
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715
$145K 0.01%
10,028
-2,602
716
$137K 0.01%
10,180
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$136K 0.01%
12,384
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718
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19,017
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719
$132K 0.01%
16,121
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720
$127K ﹤0.01%
+11,922
721
$126K ﹤0.01%
30,265
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722
$125K ﹤0.01%
10,494
-200
723
$125K ﹤0.01%
12,403
-4,602
724
$124K ﹤0.01%
+15,107
725
$114K ﹤0.01%
35,438
+24,378
27 28
29
30 31