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
201
$1.64M 0.06%
86,384
+9,261
202
$1.64M 0.06%
3,974
+1,759
203
$1.63M 0.06%
15,020
+5,588
204
$1.61M 0.06%
119,178
+35,017
205
$1.61M 0.06%
32,402
+401
206
$1.59M 0.06%
169,247
+62,790
207
$1.59M 0.06%
9,709
+233
208
$1.58M 0.06%
5,285
-65
209
$1.58M 0.06%
2,240
+192
210
$1.58M 0.06%
87,213
+34,417
211
$1.58M 0.06%
181,381
+52,810
212
$1.58M 0.06%
8,314
-2,949
213
$1.55M 0.06%
18,463
+4,872
214
$1.55M 0.06%
17,956
-97
215
$1.55M 0.06%
16,530
+805
216
$1.55M 0.06%
21,447
-469
217
$1.55M 0.06%
11,901
+283
218
$1.55M 0.06%
11,858
+2,965
219
$1.54M 0.06%
3,756
+348
220
$1.54M 0.06%
46,451
+20,549
221
$1.54M 0.06%
82,200
+355
222
$1.53M 0.06%
197,003
+13,359
223
$1.52M 0.06%
10,044
+2,798
224
$1.52M 0.06%
18,568
+13,312
225
$1.48M 0.06%
17,373
+2,182
7 8
9
10 11