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
176
$2.78M 0.08%
40,949
-2,073
177
$2.76M 0.08%
4,501
+517
178
$2.75M 0.08%
93,549
+1,521
179
$2.74M 0.08%
191,415
-25,747
180
$2.72M 0.08%
16,416
+3,336
181
$2.7M 0.08%
8,663
+2,566
182
$2.7M 0.08%
214,301
+20,161
183
$2.69M 0.08%
197,228
-22,602
184
$2.67M 0.08%
23,010
-262
185
$2.66M 0.08%
11,400
-1,924
186
$2.62M 0.08%
220,047
+15,534
187
$2.57M 0.08%
19,005
+2,369
188
$2.57M 0.08%
17,135
+4,005
189
$2.57M 0.08%
383,437
-39,668
190
$2.56M 0.08%
73,386
+11,088
191
$2.56M 0.08%
9,516
+206
192
$2.55M 0.08%
5,128
+702
193
$2.54M 0.08%
+44,189
194
$2.54M 0.08%
13,088
-26
195
$2.52M 0.08%
36,657
+9,315
196
$2.52M 0.08%
17,613
+1,214
197
$2.51M 0.08%
10,305
+1,141
198
$2.51M 0.07%
169,833
+7,994
199
$2.5M 0.07%
322,696
-40,268
200
$2.46M 0.07%
5,279
+641
6 7
8
9 10