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
101
$1.34M 0.1%
15,276
+648
102
$1.32M 0.09%
33,464
-43
103
$1.3M 0.09%
38,200
-34,000
104
$1.28M 0.09%
23,631
+4,726
105
$1.27M 0.09%
161,954
+64,324
106
$1.26M 0.09%
26,877
+2,133
107
$1.25M 0.09%
24,793
+8,532
108
$1.25M 0.09%
6,057
+1,867
109
$1.25M 0.09%
25,652
+6,113
110
$1.23M 0.09%
+9,439
111
$1.23M 0.09%
5,149
+688
112
$1.23M 0.09%
21,862
+5,204
113
$1.22M 0.09%
6,986
114
$1.22M 0.09%
18,497
+299
115
$1.2M 0.09%
61,109
-6,840
116
$1.2M 0.09%
4,914
+309
117
$1.18M 0.09%
13,418
+149
118
$1.16M 0.08%
3,930
+591
119
$1.16M 0.08%
25,644
-386
120
$1.12M 0.08%
8,013
+1,887
121
$1.12M 0.08%
9,946
+215
122
$1.12M 0.08%
76,627
+15,508
123
$1.11M 0.08%
6,339
+1,594
124
$1.1M 0.08%
4,987
+1,060
125
$1.1M 0.08%
15,643
+6,791
3 4
5
6 7