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
$1.39B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$6.12M
3
+$5.62M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.09M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.64M

Top Sells

1
+$1.6M
2
+$1.56M
3
+$1.49M
4
ATUS icon
Altice USA
ATUS
+$1.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$701K

Sector Composition

1 Technology 7.64%
2 Financials 5.11%
3 Consumer Discretionary 3.28%
4 Healthcare 2.91%
5 Communication Services 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.88M 0.14%
6,914
-841
77
$1.85M 0.13%
130,233
+7,835
78
$1.74M 0.13%
4,773
+433
79
$1.73M 0.12%
10,446
-482
80
$1.72M 0.12%
30,162
+3,694
81
$1.72M 0.12%
43,815
+3,617
82
$1.7M 0.12%
24,027
+5,266
83
$1.62M 0.12%
3,204
-467
84
$1.56M 0.11%
6,440
+1,558
85
$1.55M 0.11%
16,962
+8,156
86
$1.5M 0.11%
+37,812
87
$1.49M 0.11%
3,770
+814
88
$1.48M 0.11%
6,526
-1,475
89
$1.47M 0.11%
9,947
+1,496
90
$1.46M 0.11%
5,981
+424
91
$1.45M 0.1%
98,625
+23,320
92
$1.45M 0.1%
12,943
+1,348
93
$1.44M 0.1%
6,216
+1,740
94
$1.41M 0.1%
20,125
+4,921
95
$1.4M 0.1%
14,617
-630
96
$1.4M 0.1%
3,679
+256
97
$1.36M 0.1%
20,980
+3,240
98
$1.36M 0.1%
30,136
+6,056
99
$1.35M 0.1%
5,548
+1,246
100
$1.35M 0.1%
6,579
-181
2 3
4
5 6