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
901
$99.3K ﹤0.01%
12,202
902
$98.8K ﹤0.01%
15,364
-3,981
903
$98.8K ﹤0.01%
+17,296
904
$95.9K ﹤0.01%
10,316
-2,543
905
$93.8K ﹤0.01%
+15,000
906
$93.2K ﹤0.01%
+26,858
907
$82.7K ﹤0.01%
17,479
-33,782
908
$61.3K ﹤0.01%
23,038
909
$58.6K ﹤0.01%
10,593
-966
910
$55.8K ﹤0.01%
48,139
911
$54.1K ﹤0.01%
10,743
-1,382
912
$49.8K ﹤0.01%
10,686
-13,940
913
$43.2K ﹤0.01%
10,000
914
$42.6K ﹤0.01%
+10,879
915
$39.4K ﹤0.01%
27,204
-4,155
916
$37.5K ﹤0.01%
+26,965
917
$33.5K ﹤0.01%
+22,928
918
$24.7K ﹤0.01%
26,000
919
$23.4K ﹤0.01%
+19,659
920
$4.04K ﹤0.01%
+10,000
921
– –
-13,147
922
– –
-7,022
923
– –
-451
924
– –
-11,883
925
– –
-5,124
35 36
37
38 39