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
876
$191K 0.01%
41,945
-4,171
877
$177K 0.01%
11,352
-5,717
878
$176K 0.01%
13,090
-12,215
879
$175K 0.01%
+13,209
880
$172K 0.01%
31,332
-7,105
881
$165K ﹤0.01%
11,110
+573
882
$164K ﹤0.01%
+17,588
883
$164K ﹤0.01%
+16,297
884
$163K ﹤0.01%
11,709
-1,803
885
$160K ﹤0.01%
24,637
-6,719
886
$154K ﹤0.01%
15,958
-1,867
887
$153K ﹤0.01%
+18,660
888
$152K ﹤0.01%
20,056
-404
889
$152K ﹤0.01%
+10,570
890
$151K ﹤0.01%
+21,371
891
$147K ﹤0.01%
13,082
-3,935
892
$139K ﹤0.01%
11,954
893
$138K ﹤0.01%
+48,397
894
$133K ﹤0.01%
14,108
-20,428
895
$133K ﹤0.01%
10,855
-146
896
$117K ﹤0.01%
11,651
-966
897
$116K ﹤0.01%
+31,268
898
$111K ﹤0.01%
+17,412
899
$107K ﹤0.01%
28,521
-39,382
900
$103K ﹤0.01%
+48,967
34 35
36
37 38