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
201
$2.46M 0.07%
3,614
-181
202
$2.45M 0.07%
29,170
+236
203
$2.44M 0.07%
26,698
-1,336
204
$2.43M 0.07%
8,120
+236
205
$2.43M 0.07%
71,878
+8,933
206
$2.43M 0.07%
57,462
+3,247
207
$2.43M 0.07%
34,554
-610
208
$2.42M 0.07%
13,451
+39
209
$2.41M 0.07%
19,742
-840
210
$2.37M 0.07%
23,964
+887
211
$2.36M 0.07%
5,383
+588
212
$2.35M 0.07%
24,602
+3,818
213
$2.35M 0.07%
7,791
+426
214
$2.35M 0.07%
4,738
+273
215
$2.34M 0.07%
18,239
+2,050
216
$2.34M 0.07%
17,362
+800
217
$2.33M 0.07%
55,612
+18,586
218
$2.33M 0.07%
19,117
+1,246
219
$2.31M 0.07%
52,179
-11,633
220
$2.3M 0.07%
42,273
221
$2.3M 0.07%
8,126
+507
222
$2.28M 0.07%
2,868
+315
223
$2.28M 0.07%
22,794
+1,920
224
$2.27M 0.07%
22,088
+383
225
$2.26M 0.07%
10,111
+7,582
7 8
9
10 11