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
301
$841K 0.04%
9,587
-141
302
$840K 0.04%
16,971
+5,933
303
$838K 0.04%
79,672
+8,508
304
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305
$835K 0.04%
5,839
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306
$834K 0.04%
12,616
+4,513
307
$832K 0.04%
70,125
+15,259
308
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5,335
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309
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2,858
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310
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4,205
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311
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4,604
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312
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313
$802K 0.04%
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314
$802K 0.04%
9,121
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315
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32,838
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316
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46,938
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319
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2,764
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320
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11,763
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321
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1,689
+213
322
$774K 0.04%
4,082
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323
$766K 0.04%
20,385
+3,210
324
$766K 0.04%
+6,999
325
$765K 0.04%
3,781
+457
11 12
13
14 15