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
701
$347K 0.01%
17,870
-17,036
702
$346K 0.01%
23,247
-1,982
703
$345K 0.01%
2,953
+596
704
$344K 0.01%
10,625
-1,408
705
$343K 0.01%
17,644
-17
706
$343K 0.01%
7,356
-7,443
707
$343K 0.01%
15,027
708
$342K 0.01%
4,838
-151
709
$342K 0.01%
18,660
-5,944
710
$340K 0.01%
17,497
711
$338K 0.01%
2,514
-250
712
$336K 0.01%
+1,966
713
$335K 0.01%
7,512
-131
714
$335K 0.01%
21,791
-13,163
715
$334K 0.01%
7,079
716
$333K 0.01%
10,664
+3,499
717
$332K 0.01%
3,707
-102
718
$331K 0.01%
+5,091
719
$329K 0.01%
9,000
+1,732
720
$329K 0.01%
7,948
+316
721
$327K 0.01%
555
+33
722
$326K 0.01%
11,196
-15
723
$325K 0.01%
49,328
724
$324K 0.01%
13,584
-2,920
725
$320K 0.01%
4,809
-134
27 28
29
30 31