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
101
$3.32M 0.13%
22,365
+934
102
$3.32M 0.13%
150,058
+25,769
103
$3.24M 0.13%
18,099
+278
104
$3.23M 0.13%
20,875
+6,687
105
$3.19M 0.12%
48,536
+2,860
106
$3.16M 0.12%
91,049
+2,405
107
$3.02M 0.12%
31,871
+968
108
$3.01M 0.12%
29,205
+4,612
109
$3.01M 0.12%
17,431
-680
110
$3M 0.12%
5,155
+459
111
$2.98M 0.12%
31,998
-193
112
$2.89M 0.11%
24,246
+323
113
$2.88M 0.11%
813
+50
114
$2.84M 0.11%
22,628
+1,321
115
$2.82M 0.11%
10,721
+414
116
$2.77M 0.11%
86,589
+743
117
$2.75M 0.11%
48,082
+1,523
118
$2.7M 0.1%
92,353
-280
119
$2.7M 0.1%
13,298
-20
120
$2.68M 0.1%
10,322
+202
121
$2.66M 0.1%
24,773
+218
122
$2.65M 0.1%
51,533
+14,278
123
$2.63M 0.1%
5,970
+213
124
$2.63M 0.1%
39,047
+2,274
125
$2.59M 0.1%
16,766
+1,084
3 4
5
6 7