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
401
$504K 0.03%
5,042
+412
402
$501K 0.03%
78,480
+27,369
403
$498K 0.02%
+9,443
404
$496K 0.02%
2,588
+434
405
$493K 0.02%
4,471
-3,195
406
$492K 0.02%
27,644
+1,368
407
$488K 0.02%
11,763
-5,307
408
$488K 0.02%
3,769
-160
409
$487K 0.02%
58,573
+45,831
410
$487K 0.02%
17,403
+10,130
411
$485K 0.02%
5,953
+1,051
412
$485K 0.02%
9,750
+2,321
413
$485K 0.02%
1,538
-37
414
$483K 0.02%
+11,211
415
$483K 0.02%
15,330
-315
416
$482K 0.02%
+3,651
417
$481K 0.02%
8,541
-2,985
418
$481K 0.02%
+4,250
419
$476K 0.02%
2,776
-2
420
$474K 0.02%
121,520
+60,445
421
$472K 0.02%
1,894
422
$471K 0.02%
2,243
+632
423
$469K 0.02%
+859
424
$467K 0.02%
+17,794
425
$466K 0.02%
8,710
-4,450
15 16
17
18 19