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
$2.58B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$13.2M
3
+$12.3M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$8.45M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.7M

Top Sells

1
+$6.35M
2
+$2.56M
3
+$1.81M
4
DOX icon
Amdocs
DOX
+$1.46M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.42M

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
76
$4.08M 0.16%
37,046
+848
77
$3.99M 0.15%
438,037
+29,655
78
$3.98M 0.15%
121,484
+6,938
79
$3.95M 0.15%
83,082
+5,885
80
$3.86M 0.15%
12,425
+1,177
81
$3.86M 0.15%
48,443
+905
82
$3.82M 0.15%
80,980
-3,692
83
$3.81M 0.15%
92,726
+759
84
$3.8M 0.15%
16,303
-5,190
85
$3.76M 0.15%
4,970
+252
86
$3.69M 0.14%
25,028
+1,571
87
$3.65M 0.14%
35,515
-938
88
$3.64M 0.14%
16,372
-1,490
89
$3.6M 0.14%
24,122
-3,724
90
$3.57M 0.14%
32,020
+1,335
91
$3.55M 0.14%
222,181
+31,313
92
$3.51M 0.14%
7,754
+3,694
93
$3.5M 0.14%
12,143
-1,826
94
$3.46M 0.13%
29,794
-1,356
95
$3.42M 0.13%
96,534
-3,950
96
$3.41M 0.13%
20,071
-37,370
97
$3.4M 0.13%
49,194
+1,285
98
$3.39M 0.13%
57,471
-105
99
$3.34M 0.13%
35,086
+1,324
100
$3.34M 0.13%
1,290
-3
2 3
4
5 6