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
726
$114K ﹤0.01%
+10,656
727
$112K ﹤0.01%
22,115
-1,758
728
$111K ﹤0.01%
+12,680
729
$108K ﹤0.01%
13,763
-2,480
730
$105K ﹤0.01%
12,475
-4,924
731
$104K ﹤0.01%
57,433
+44,479
732
$98.5K ﹤0.01%
+10,396
733
$97.2K ﹤0.01%
19,839
-5,549
734
$92.4K ﹤0.01%
23,583
-19,375
735
$92.4K ﹤0.01%
10,987
-6,400
736
$91.3K ﹤0.01%
15,714
+5,206
737
$89.6K ﹤0.01%
10,000
738
$86K ﹤0.01%
22,054
+11,488
739
$84.1K ﹤0.01%
30,031
-38,085
740
$82.7K ﹤0.01%
42,850
+18,034
741
$80.7K ﹤0.01%
+31,519
742
$77.2K ﹤0.01%
17,204
-21,591
743
$74.9K ﹤0.01%
23,038
744
$70.4K ﹤0.01%
40,000
745
$69.5K ﹤0.01%
+13,137
746
$65.7K ﹤0.01%
+15,178
747
$59.3K ﹤0.01%
12,211
-3,202
748
$58.3K ﹤0.01%
12,382
+1,460
749
$53.8K ﹤0.01%
10,815
750
$43.2K ﹤0.01%
12,552
-309
28 29
30
31 32