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
151
$3.27M 0.1%
42,722
-1,155
152
$3.24M 0.1%
18,340
-2,069
153
$3.19M 0.1%
86,351
-8,510
154
$3.16M 0.09%
9,587
+4
155
$3.16M 0.09%
+143,353
156
$3.15M 0.09%
20,507
+1,769
157
$3.14M 0.09%
62,918
-5,691
158
$3.14M 0.09%
9,088
+514
159
$3.11M 0.09%
8,992
+1,462
160
$3.09M 0.09%
11,322
+586
161
$3.05M 0.09%
78,740
-21,573
162
$3.02M 0.09%
27,126
+348
163
$3M 0.09%
300,711
+72,551
164
$2.99M 0.09%
8,569
-826
165
$2.98M 0.09%
20,425
-1,707
166
$2.97M 0.09%
19,942
+6,359
167
$2.97M 0.09%
40,793
+4,017
168
$2.94M 0.09%
14,182
-115
169
$2.93M 0.09%
21,720
-2,130
170
$2.91M 0.09%
16,828
+446
171
$2.84M 0.08%
+53,980
172
$2.82M 0.08%
52,092
-7,307
173
$2.8M 0.08%
142,898
+10,498
174
$2.79M 0.08%
14,830
+8,626
175
$2.78M 0.08%
127,926
+15,010
5 6
7
8 9