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
101
$4.72M 0.14%
65,247
+7,958
102
$4.65M 0.14%
17,564
-2,308
103
$4.58M 0.14%
+89,698
104
$4.54M 0.14%
57,850
-925
105
$4.53M 0.14%
1,186,344
-61,376
106
$4.48M 0.13%
1,176
-10
107
$4.48M 0.13%
22,395
+1,616
108
$4.45M 0.13%
8,154
+319
109
$4.34M 0.13%
64,015
+879
110
$4.32M 0.13%
41,329
+21,513
111
$4.25M 0.13%
8,367
+682
112
$4.22M 0.13%
13,525
+275
113
$4.16M 0.12%
6,281
-1,134
114
$4.12M 0.12%
172,877
+10,332
115
$4.1M 0.12%
63,321
+4,113
116
$4.09M 0.12%
99,515
+617
117
$4.08M 0.12%
13,090
+2,159
118
$4.06M 0.12%
15,803
-1,942
119
$3.97M 0.12%
22,587
-2,266
120
$3.94M 0.12%
44,764
-3,226
121
$3.92M 0.12%
7,628
+1,507
122
$3.91M 0.12%
28,377
-229
123
$3.86M 0.12%
40,455
+4,170
124
$3.79M 0.11%
14,134
+518
125
$3.79M 0.11%
30,333
-2,826
3 4
5
6 7