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
726
$320K 0.01%
3,926
+1,449
727
$319K 0.01%
15,312
-4,204
728
$318K 0.01%
+6,514
729
$316K 0.01%
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$316K 0.01%
3,863
+21
731
$312K 0.01%
6,075
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732
$312K 0.01%
40,022
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733
$312K 0.01%
7,201
-2,932
734
$312K 0.01%
1,489
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735
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736
$310K 0.01%
1,816
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737
$309K 0.01%
4,805
738
$309K 0.01%
5,363
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739
$308K 0.01%
486
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740
$308K 0.01%
4,278
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3,989
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745
$304K 0.01%
55,822
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746
$303K 0.01%
11,156
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747
$303K 0.01%
+2,038
748
$302K 0.01%
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749
$302K 0.01%
39,187
-7,191
750
$301K 0.01%
5,138
+267
28 29
30
31 32