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
326
$474K 0.03%
10,410
+3,577
327
$473K 0.03%
5,455
-327
328
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15,518
+9,507
329
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330
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331
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5,706
-1,392
332
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334
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335
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94,196
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336
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4,147
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337
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1,450
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338
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339
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+9,813
340
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341
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342
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343
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7,747
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344
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345
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7,719
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346
$430K 0.03%
+49,735
347
$429K 0.03%
9,627
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348
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1,916
-17
349
$424K 0.03%
27,186
-19,279
350
$421K 0.03%
5,299
+1,784
12 13
14
15 16