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
451
$251K 0.02%
767
-18
452
$250K 0.02%
42,302
-101,331
453
$247K 0.02%
3,156
+101
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$245K 0.02%
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455
$245K 0.02%
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456
$245K 0.02%
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457
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4,535
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458
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459
$244K 0.02%
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460
$242K 0.02%
760
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10,581
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462
$240K 0.02%
7,648
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463
$239K 0.02%
8,740
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$237K 0.01%
7,075
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465
$237K 0.01%
616
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2,070
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471
$228K 0.01%
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472
$228K 0.01%
20,575
-3,725
473
$225K 0.01%
6,990
+564
474
$225K 0.01%
+9,059
475
$223K 0.01%
2,374
-691
17 18
19
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