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
126
$1.09M 0.08%
22,870
+4,280
127
$1.09M 0.08%
14,151
+26
128
$1.08M 0.08%
6,534
-796
129
$1.07M 0.08%
4,938
+255
130
$1.07M 0.08%
20,258
+4,746
131
$1.07M 0.08%
17,506
+4,121
132
$1.07M 0.08%
25,454
+5,868
133
$1.07M 0.08%
49,028
-5,000
134
$1.06M 0.08%
8,742
+3,737
135
$1.05M 0.08%
10,638
+2,973
136
$1.04M 0.08%
8,386
+766
137
$1.03M 0.07%
60,147
+13,115
138
$1.02M 0.07%
22,632
+5,044
139
$1.02M 0.07%
5,306
+725
140
$1.01M 0.07%
20,233
-5,319
141
$1.01M 0.07%
12,942
+1,352
142
$997K 0.07%
6,453
+1,028
143
$991K 0.07%
6,687
+964
144
$976K 0.07%
7,099
-182
145
$961K 0.07%
14,790
+1,048
146
$951K 0.07%
3,997
+497
147
$950K 0.07%
14,068
+1,987
148
$948K 0.07%
11,116
+2,522
149
$946K 0.07%
14,154
+3,048
150
$945K 0.07%
9,728
+677
4 5
6
7 8