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
$1.59B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$357M
2
+$61.4M
3
+$40.1M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$23.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$22.7M

Top Sells

1
+$108M
2
+$55.6M
3
+$53.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$33.2M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$19.5M

Sector Composition

1 Technology 8.53%
2 Financials 5.61%
3 Healthcare 4.24%
4 Consumer Discretionary 3.93%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$676K 0.04%
10,889
+2,314
252
$675K 0.04%
+14,292
253
$670K 0.04%
3,985
-2,624
254
$668K 0.04%
3,264
+152
255
$667K 0.04%
5,739
+1,448
256
$663K 0.04%
4,781
-844
257
$652K 0.04%
1,371
+366
258
$644K 0.04%
28,480
-3,163
259
$642K 0.04%
11,622
+5,102
260
$632K 0.04%
15,942
+8,086
261
$631K 0.04%
17,556
+10,338
262
$629K 0.04%
4,452
-1,964
263
$628K 0.04%
7,835
+2,722
264
$627K 0.04%
15,299
+2,969
265
$626K 0.04%
4,966
-1,444
266
$624K 0.04%
3,466
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267
$624K 0.04%
249,455
-45,188
268
$623K 0.04%
30,790
+5,795
269
$622K 0.04%
+6,983
270
$621K 0.04%
68,548
-8,494
271
$615K 0.04%
3,120
-161
272
$610K 0.04%
9,033
+4,391
273
$605K 0.04%
14,106
+2,948
274
$604K 0.04%
13,479
+1,407
275
$602K 0.04%
2,489
-1,034
9 10
11
12 13