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
$1.39B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$6.12M
3
+$5.62M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.09M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.64M

Top Sells

1
+$1.6M
2
+$1.56M
3
+$1.49M
4
ATUS icon
Altice USA
ATUS
+$1.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$701K

Sector Composition

1 Technology 7.64%
2 Financials 5.11%
3 Consumer Discretionary 3.28%
4 Healthcare 2.91%
5 Communication Services 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.84M 0.2%
46,594
-495
52
$2.75M 0.2%
60,547
53
$2.74M 0.2%
66,451
+6,653
54
$2.71M 0.2%
38,381
+3,479
55
$2.65M 0.19%
16,055
+1,254
56
$2.58M 0.19%
47,563
+3,951
57
$2.54M 0.18%
18,793
+1,903
58
$2.38M 0.17%
7,470
+876
59
$2.38M 0.17%
28,351
+768
60
$2.33M 0.17%
72,351
+21,522
61
$2.29M 0.17%
16,027
+1,370
62
$2.26M 0.16%
45,831
+11,138
63
$2.25M 0.16%
72,378
-220
64
$2.24M 0.16%
82,993
+29,793
65
$2.2M 0.16%
3,185
+598
66
$2.15M 0.16%
8,119
-61
67
$2.12M 0.15%
5,394
-4,063
68
$2.1M 0.15%
22,868
+1,079
69
$2.02M 0.15%
32,097
+7,790
70
$1.99M 0.14%
102,535
+5,820
71
$1.99M 0.14%
12,852
+354
72
$1.98M 0.14%
6,779
+1,179
73
$1.98M 0.14%
3,373
+611
74
$1.97M 0.14%
18,807
+2,123
75
$1.93M 0.14%
34,283
+1,828
1 2
3
4 5