RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$114M
3
+$57.3M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$37.2M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$25.6M

Top Sells

1
+$105M
2
+$105M
3
+$26.8M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$18.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$11.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.98%
3 Industrials 5.32%
4 Healthcare 4.94%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.15M 0.06%
+9,768
227
$1.14M 0.06%
6,907
+1,252
228
$1.13M 0.06%
32,362
+18,311
229
$1.13M 0.06%
19,387
-4,727
230
$1.13M 0.06%
18,533
+1,251
231
$1.13M 0.06%
41,856
+9,336
232
$1.13M 0.06%
4,415
+463
233
$1.12M 0.06%
27,464
-12,466
234
$1.12M 0.06%
23,221
+8,867
235
$1.12M 0.06%
7,709
+657
236
$1.11M 0.06%
7,533
-135
237
$1.11M 0.06%
+59,772
238
$1.11M 0.06%
14,147
+1,898
239
$1.11M 0.06%
28,293
+21,245
240
$1.1M 0.05%
4,901
-360
241
$1.1M 0.05%
28,280
+8,941
242
$1.09M 0.05%
6,002
-203
243
$1.09M 0.05%
14,971
-3,404
244
$1.08M 0.05%
24,202
+2,077
245
$1.08M 0.05%
17,990
+4,798
246
$1.07M 0.05%
122,584
-15,598
247
$1.07M 0.05%
20,160
+1,970
248
$1.07M 0.05%
12,492
+1,739
249
$1.07M 0.05%
6,407
-14,978
250
$1.06M 0.05%
23,926
+882
8 9
10
11 12