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
1
$194M 7.53%
818,578
+13,902
2
$160M 6.22%
335,620
+27,559
3
$160M 6.22%
391,256
+73,060
4
$124M 4.82%
1,259,063
+124,715
5
$84.7M 3.29%
439,839
+2,109
6
$81M 3.14%
1,759,121
+130,012
7
$80.7M 3.13%
169,802
+296
8
$75.8M 2.94%
1,077,311
+68,535
9
$72.7M 2.82%
795,425
+13,453
10
$55.2M 2.14%
420,779
+15,228
11
$54.8M 2.13%
1,881,870
+59,074
12
$49.1M 1.9%
957,676
+164,701
13
$48.6M 1.88%
129,189
+242
14
$47.8M 1.85%
434,065
+60,828
15
$32.9M 1.28%
331,558
+61,091
16
$31.8M 1.23%
1,233,852
+38,845
17
$28.6M 1.11%
833,986
+23,009
18
$27.3M 1.06%
179,658
+2,257
19
$24M 0.93%
227,989
-1,934
20
$22.7M 0.88%
448,000
+19,319
21
$22.5M 0.87%
892,109
+27,791
22
$19.6M 0.76%
140,069
+3,223
23
$17.7M 0.69%
357,160
-5,690
24
$17M 0.66%
577,204
+10,988
25
$16.9M 0.66%
353,706
-12,659
1
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