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
426
$460K 0.02%
1,193
+27
427
$456K 0.02%
4,727
-260
428
$455K 0.02%
+25,648
429
$451K 0.02%
13,177
+1,454
430
$451K 0.02%
+4,560
431
$450K 0.02%
5,852
+670
432
$450K 0.02%
8,985
433
$448K 0.02%
1,161
+189
434
$448K 0.02%
22,730
-18,783
435
$447K 0.02%
3,160
-1,666
436
$446K 0.02%
13,765
-9,285
437
$445K 0.02%
4,467
-269,302
438
$444K 0.02%
75,858
+26,379
439
$438K 0.02%
57,126
-51,435
440
$431K 0.02%
2,246
-65
441
$430K 0.02%
+9,545
442
$428K 0.02%
17,960
443
$426K 0.02%
+18,760
444
$424K 0.02%
53,054
+4,537
445
$421K 0.02%
842
-77
446
$420K 0.02%
+23,369
447
$419K 0.02%
3,653
-723
448
$414K 0.02%
7,594
-225
449
$413K 0.02%
+2,967
450
$412K 0.02%
11,975
+731
16 17
18
19 20