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

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
976
-9,441
977
-13,535