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
426
$283K 0.02%
3,105
-2,938
427
$282K 0.02%
3,370
428
$278K 0.02%
+1,255
429
$276K 0.02%
1,173
-250
430
$275K 0.02%
7,730
+2,345
431
$274K 0.02%
+10,957
432
$272K 0.02%
2,123
433
$269K 0.02%
887
-25
434
$268K 0.02%
+2,358
435
$264K 0.02%
+14,566
436
$263K 0.02%
14,801
-1,599
437
$263K 0.02%
5,087
+1
438
$262K 0.02%
560
+122
439
$262K 0.02%
41,560
+12,897
440
$261K 0.02%
1,267
-51
441
$261K 0.02%
+3,281
442
$260K 0.02%
3,352
+879
443
$257K 0.02%
+6,313
444
$255K 0.02%
2,398
-18,623
445
$255K 0.02%
1,903
+8
446
$253K 0.02%
4,200
-500
447
$252K 0.02%
+1,912
448
$252K 0.02%
+1,848
449
$251K 0.02%
2,794
-340
450
$251K 0.02%
123,009
-42,551
16 17
18
19 20