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
126
$2.59M 0.1%
51,479
+166
127
$2.57M 0.1%
85,294
+6,344
128
$2.56M 0.1%
37,762
+1,862
129
$2.54M 0.1%
37,185
+6,926
130
$2.51M 0.1%
8,046
+2,745
131
$2.47M 0.1%
19,383
+1,183
132
$2.46M 0.1%
51,451
133
$2.39M 0.09%
4,917
+227
134
$2.39M 0.09%
7,254
-505
135
$2.38M 0.09%
35,381
+4,262
136
$2.35M 0.09%
24,523
+1,434
137
$2.34M 0.09%
4,145
+1
138
$2.34M 0.09%
147,807
+25,859
139
$2.34M 0.09%
+10,745
140
$2.34M 0.09%
16,147
+188
141
$2.31M 0.09%
36,435
-630
142
$2.3M 0.09%
22,627
+1,525
143
$2.3M 0.09%
35,660
+281
144
$2.28M 0.09%
5,908
+158
145
$2.27M 0.09%
32,870
+4,668
146
$2.27M 0.09%
12,384
+1,035
147
$2.25M 0.09%
24,260
+8,240
148
$2.24M 0.09%
4,901
+4,090
149
$2.23M 0.09%
7,536
+139
150
$2.23M 0.09%
54,895
+6,539
4 5
6
7 8