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
51
$8.88M 0.27%
13,200
+164
52
$8.78M 0.26%
11
+9
53
$8.57M 0.26%
36,274
+5,291
54
$8.55M 0.26%
23,054
+6,570
55
$8.37M 0.25%
67,631
+1,785
56
$8.33M 0.25%
39,735
+1,433
57
$8.32M 0.25%
22,705
+1,010
58
$7.99M 0.24%
21,619
-462
59
$7.91M 0.24%
137,797
-3,311
60
$7.64M 0.23%
183,019
+2,487
61
$7.54M 0.23%
28,097
+70
62
$7.53M 0.22%
165,971
-8,298
63
$7.26M 0.22%
143,962
-4,272
64
$7.24M 0.22%
104,309
-16,517
65
$7.06M 0.21%
23,109
+3,663
66
$6.85M 0.2%
7,351
+1,330
67
$6.64M 0.2%
160,527
-13,704
68
$6.59M 0.2%
73,384
+18,899
69
$6.51M 0.19%
478,174
+11,974
70
$6.41M 0.19%
48,332
+3,905
71
$6.35M 0.19%
16,561
+176
72
$6.28M 0.19%
30,393
+2,866
73
$6.27M 0.19%
79,599
-7,351
74
$5.99M 0.18%
29,147
+1,363
75
$5.9M 0.18%
44,605
+2,071
1 2
3
4 5