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
797
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 Trust iShares 0-1 Year 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
151
$2.22M 0.09%
29,051
+67
152
$2.22M 0.09%
45,135
+1,426
153
$2.22M 0.09%
18,948
+549
154
$2.17M 0.08%
8,012
+1,596
155
$2.15M 0.08%
19,824
+6,157
156
$2.14M 0.08%
23,458
-5,900
157
$2.13M 0.08%
5,317
-587
158
$2.11M 0.08%
10,285
+115
159
$2.11M 0.08%
23,355
+2,439
160
$2.11M 0.08%
20,028
+950
161
$2.09M 0.08%
4,439
-824
162
$2.08M 0.08%
56,047
-994
163
$2.07M 0.08%
3,908
+254
164
$2.03M 0.08%
3,252
+153
165
$2.02M 0.08%
44,566
-6,013
166
$2.01M 0.08%
113,152
-11,889
167
$2.01M 0.08%
13,539
-155
168
$1.99M 0.08%
41,163
+2,190
169
$1.98M 0.08%
22,543
+2
170
$1.96M 0.08%
31,777
+4,482
171
$1.95M 0.08%
8,658
+110
172
$1.95M 0.08%
22,792
-1,096
173
$1.94M 0.08%
11,372
-438
174
$1.93M 0.08%
62,773
+14,025
175
$1.92M 0.07%
23,910
+1,702
5 6
7
8 9