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
776
$267K 0.01%
1,219
777
$265K 0.01%
2,858
-6,843
778
$265K 0.01%
3,031
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779
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$264K 0.01%
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781
$263K 0.01%
23,829
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782
$263K 0.01%
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783
$262K 0.01%
7,249
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784
$262K 0.01%
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785
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2,301
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786
$257K 0.01%
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787
$257K 0.01%
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$256K 0.01%
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$254K 0.01%
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798
$250K 0.01%
6,782
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799
$249K 0.01%
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$247K 0.01%
+31,487
30 31
32
33 34