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
376
$569K 0.03%
+26,924
377
$564K 0.03%
4,729
-1,675
378
$563K 0.03%
+27,157
379
$563K 0.03%
+46,849
380
$561K 0.03%
26,007
+2,733
381
$552K 0.03%
9,267
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382
$551K 0.03%
15,717
+8,711
383
$549K 0.03%
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384
$544K 0.03%
16,310
-11,744
385
$541K 0.03%
31,255
+21,246
386
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+14,332
387
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3,479
-35
388
$523K 0.03%
6,889
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389
$520K 0.03%
8,759
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390
$519K 0.03%
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391
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393
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394
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2,440
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395
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13,454
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396
$512K 0.03%
54,483
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397
$511K 0.03%
+18,956
398
$507K 0.03%
29,062
-199,640
399
$504K 0.03%
79,143
+67,352
400
$504K 0.03%
2,920
+560
14 15
16
17 18