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
126
$3.78M 0.11%
29,304
-4,825
127
$3.77M 0.11%
33,423
-6,502
128
$3.73M 0.11%
6,788
+1,052
129
$3.72M 0.11%
61,279
-18,031
130
$3.66M 0.11%
40,807
-6,900
131
$3.54M 0.11%
58,918
-16,214
132
$3.54M 0.11%
35,059
+2,413
133
$3.53M 0.11%
178,457
+136,707
134
$3.51M 0.1%
14,115
+2,362
135
$3.51M 0.1%
51,808
-1,993
136
$3.49M 0.1%
13,084
+893
137
$3.49M 0.1%
15,473
+533
138
$3.47M 0.1%
29,751
+498
139
$3.47M 0.1%
21,062
+1,400
140
$3.44M 0.1%
22,274
+2,982
141
$3.43M 0.1%
42,167
+7,990
142
$3.41M 0.1%
364,342
-55,394
143
$3.4M 0.1%
12,212
+979
144
$3.34M 0.1%
50,761
+33,203
145
$3.33M 0.1%
13,439
-2,243
146
$3.32M 0.1%
31,658
+2,300
147
$3.32M 0.1%
38,169
+2,129
148
$3.3M 0.1%
7,389
-211
149
$3.29M 0.1%
214,396
-2,026
150
$3.29M 0.1%
21,542
+379
4 5
6
7 8