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
351
$650K 0.03%
+6,539
352
$644K 0.03%
2,520
-106
353
$633K 0.03%
15,493
+2,880
354
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7,837
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355
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12,310
-190
356
$617K 0.03%
4,987
357
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15,033
+1,624
358
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3,319
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359
$608K 0.03%
9,973
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360
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23,322
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361
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362
$605K 0.03%
+38,974
363
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2,243
-1,758
364
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18,923
+1,377
365
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26,746
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366
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368
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23,189
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369
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370
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104,844
+33,289
371
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3,829
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372
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9,081
+5,286
373
$574K 0.03%
22,866
-22,142
374
$574K 0.03%
4,515
-3,769
375
$572K 0.03%
+24,794
13 14
15
16 17