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
76
$5.86M 0.18%
188,211
-12,241
77
$5.81M 0.17%
81,090
+8,107
78
$5.77M 0.17%
61,631
-7,114
79
$5.7M 0.17%
77,726
-1,401
80
$5.63M 0.17%
50,356
+6,187
81
$5.58M 0.17%
123,241
+25,899
82
$5.55M 0.17%
181,290
-25,513
83
$5.55M 0.17%
75,471
+7,101
84
$5.5M 0.16%
194,537
+23,393
85
$5.42M 0.16%
49,108
+350
86
$5.33M 0.16%
45,092
+4,003
87
$5.25M 0.16%
24,812
-1,080
88
$5.21M 0.16%
68,407
+58
89
$5.05M 0.15%
70,298
+4,209
90
$5.04M 0.15%
23,167
+7,802
91
$5.03M 0.15%
70,851
+784
92
$4.92M 0.15%
193,826
+24,667
93
$4.92M 0.15%
37,137
+9,034
94
$4.86M 0.15%
47,263
-26,544
95
$4.85M 0.14%
88,611
+34,814
96
$4.81M 0.14%
181,935
+24,125
97
$4.81M 0.14%
1,044
-25
98
$4.76M 0.14%
28,427
+7,017
99
$4.75M 0.14%
77,052
+18,409
100
$4.74M 0.14%
20,457
+1,702
2 3
4
5 6