RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
797
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$12.3M
3
+$12.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$8.27M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$6.71M

Top Sells

1
+$6.2M
2
+$2.5M
3
+$1.81M
4
DOX icon
Amdocs
DOX
+$1.39M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.39M

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
751
$39.5K ﹤0.01%
17,696
-551
752
$34.2K ﹤0.01%
+12,719
753
$27.6K ﹤0.01%
11,168
-5,585
754
– –
-845
755
– –
-10,275
756
– –
-11,780
757
– –
-4,643
758
– –
-5,937
759
– –
-11,070
760
– –
-3,371
761
– –
-11,359
762
– –
-3,416
763
– –
-16,087
764
– –
-3,090
765
– –
-1,998
766
– –
-10,350
767
– –
-2,385
768
– –
-9,172
769
– –
-2,574
770
– –
-10,754
771
– –
-4,206
772
– –
-7,706
773
– –
-4,614
774
– –
-11,348
775
– –
-2,295
28 29 30
31
32