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
51
$6.09M 0.24%
31,995
+336
52
$5.96M 0.23%
57,293
+6,101
53
$5.71M 0.22%
76,746
+1,287
54
$5.64M 0.22%
36,371
-3,986
55
$5.61M 0.22%
42,056
-280
56
$5.42M 0.21%
22,064
+608
57
$5.29M 0.21%
48,488
-4,826
58
$5.26M 0.2%
156,313
+15,203
59
$5.25M 0.2%
52,074
+1,339
60
$5.19M 0.2%
64,042
+1,660
61
$5.16M 0.2%
64,253
+911
62
$5.09M 0.2%
126,070
+76,932
63
$5.07M 0.2%
32,358
-9,036
64
$4.9M 0.19%
123,566
+6,364
65
$4.89M 0.19%
58,719
+986
66
$4.72M 0.18%
152,639
+11,298
67
$4.59M 0.18%
21,316
-251
68
$4.56M 0.18%
81,277
-2,445
69
$4.53M 0.18%
120,117
+86,177
70
$4.4M 0.17%
14,836
-1,948
71
$4.38M 0.17%
141,782
+5,352
72
$4.26M 0.17%
21,585
-652
73
$4.24M 0.16%
58,483
-531
74
$4.16M 0.16%
94,947
+82
75
$4.09M 0.16%
27,124
-164
1 2
3
4 5