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
401
$327K 0.02%
1,887
+17
402
$325K 0.02%
60,906
-22,348
403
$325K 0.02%
2,356
+792
404
$325K 0.02%
8,685
-380
405
$322K 0.02%
2,821
-733
406
$320K 0.02%
3,361
+813
407
$319K 0.02%
6,969
-3,334
408
$319K 0.02%
4,873
-63
409
$315K 0.02%
5,284
+2,029
410
$314K 0.02%
1,538
+466
411
$302K 0.02%
1,516
-400
412
$300K 0.02%
+4,039
413
$299K 0.02%
18,757
+3,464
414
$298K 0.02%
1,169
-99
415
$297K 0.02%
2,680
+26
416
$297K 0.02%
+3,124
417
$296K 0.02%
5,729
-728
418
$296K 0.02%
1,507
-10
419
$295K 0.02%
5,629
-7,769
420
$293K 0.02%
2,069
-24
421
$291K 0.02%
14,387
-2,264
422
$289K 0.02%
1,273
+320
423
$286K 0.02%
7,381
-19
424
$285K 0.02%
3,586
+162
425
$285K 0.02%
66,565
-3,240
15 16
17
18 19