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
176
$1.91M 0.07%
397,649
-35,977
177
$1.91M 0.07%
98,034
-8,556
178
$1.9M 0.07%
13,587
+374
179
$1.88M 0.07%
18,736
+1,514
180
$1.88M 0.07%
21,254
-1,245
181
$1.87M 0.07%
19,851
-27,164
182
$1.87M 0.07%
18,445
+1,091
183
$1.86M 0.07%
45,046
+6,598
184
$1.85M 0.07%
29,016
+1,501
185
$1.85M 0.07%
17,953
+1,192
186
$1.84M 0.07%
11,367
+782
187
$1.83M 0.07%
96,795
+5,040
188
$1.83M 0.07%
7,007
+360
189
$1.79M 0.07%
11,932
-1,652
190
$1.78M 0.07%
12,189
+174
191
$1.78M 0.07%
23,565
-373
192
$1.77M 0.07%
5,927
+309
193
$1.75M 0.07%
161,268
+295
194
$1.73M 0.07%
3,964
+109
195
$1.73M 0.07%
22,100
-380
196
$1.73M 0.07%
6,183
+111
197
$1.73M 0.07%
14,817
-275
198
$1.72M 0.07%
15,878
+2,649
199
$1.69M 0.07%
4,826
+250
200
$1.65M 0.06%
20,000
+3,894
6 7
8
9 10