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
376
$382K 0.02%
7,141
-51
377
$379K 0.02%
2,477
+662
378
$378K 0.02%
12,118
-1,092
379
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2,213
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380
$372K 0.02%
+7,922
381
$363K 0.02%
+4,358
382
$363K 0.02%
3,050
-764
383
$362K 0.02%
+8,187
384
$353K 0.02%
12,373
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385
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2,104
-39
386
$350K 0.02%
11,740
+1,009
387
$346K 0.02%
31,896
-10,072
388
$344K 0.02%
17,399
-27,894
389
$343K 0.02%
63,338
-41,621
390
$341K 0.02%
16,652
-1,491
391
$341K 0.02%
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392
$340K 0.02%
3,585
-1,039
393
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2,670
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394
$338K 0.02%
6,725
-3,463
395
$338K 0.02%
21,554
+46
396
$335K 0.02%
+8,752
397
$332K 0.02%
3,917
-8
398
$330K 0.02%
+7,478
399
$329K 0.02%
7,154
+318
400
$328K 0.02%
1,633
-220
14 15
16
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