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
$2.01B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
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 Short 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 5.27%
4 Healthcare 4.94%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$932K 0.05%
5,439
+201
277
$931K 0.05%
2
278
$927K 0.05%
3,129
+434
279
$927K 0.05%
5,973
+1,292
280
$926K 0.05%
6,860
+2,154
281
$922K 0.05%
10,179
+2,519
282
$901K 0.04%
6,706
+320
283
$900K 0.04%
6,653
+531
284
$897K 0.04%
16,166
+3,295
285
$895K 0.04%
2,748
-2,263
286
$894K 0.04%
50,488
+14,190
287
$888K 0.04%
6,429
+86
288
$883K 0.04%
13,682
-5,940
289
$880K 0.04%
15,502
-1,147
290
$878K 0.04%
9,998
+1,386
291
$876K 0.04%
6,121
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292
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2,204
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293
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3,799
-10,453
294
$862K 0.04%
28,603
-4,653
295
$860K 0.04%
9,691
+2,001
296
$855K 0.04%
35,693
-14,366
297
$853K 0.04%
17,054
+11,538
298
$849K 0.04%
1,270
-180
299
$846K 0.04%
21,226
+1,165
300
$846K 0.04%
+22,100
10 11
12
13 14