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
351
$420K 0.03%
23,128
-1,572
352
$419K 0.03%
709
+41
353
$418K 0.03%
6,991
-700
354
$418K 0.03%
6,556
355
$418K 0.03%
9,433
-94
356
$417K 0.03%
9,210
+225
357
$414K 0.03%
6,357
-388
358
$414K 0.03%
7,460
-516
359
$412K 0.03%
+2,817
360
$412K 0.03%
8,892
+1,225
361
$410K 0.03%
5,134
+1,361
362
$405K 0.03%
6,409
+761
363
$405K 0.03%
2,299
+70
364
$404K 0.03%
2,605
+484
365
$402K 0.03%
10,863
+4,138
366
$401K 0.03%
12,480
+4,264
367
$401K 0.03%
32,993
+16,760
368
$399K 0.03%
4,622
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369
$396K 0.02%
4,948
-1,085
370
$394K 0.02%
+11,326
371
$393K 0.02%
50,860
+29,675
372
$391K 0.02%
7,626
+3,767
373
$389K 0.02%
2,308
+620
374
$386K 0.02%
7,630
-2,743
375
$385K 0.02%
+22,422
13 14
15
16 17