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
326
$764K 0.04%
1,347
-216
327
$759K 0.04%
9,526
-3,937
328
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10,127
-3,540
329
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25,597
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330
$744K 0.04%
27,267
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331
$743K 0.04%
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332
$742K 0.04%
103,156
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333
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334
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335
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18,275
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336
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337
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89,668
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338
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339
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73,710
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340
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341
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345
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24,423
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346
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18,389
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3,997
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348
$660K 0.03%
8,192
+3,059
349
$658K 0.03%
5,413
+3,348
350
$657K 0.03%
8,659
+1,312
12 13
14
15 16