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
451
$409K 0.02%
29,252
+2,259
452
$407K 0.02%
495
-16
453
$402K 0.02%
+5,615
454
$401K 0.02%
4,980
-1,708
455
$400K 0.02%
+2,653
456
$400K 0.02%
12,192
+4,117
457
$398K 0.02%
8,614
+85
458
$398K 0.02%
8,104
+1,755
459
$397K 0.02%
4,819
-2,572
460
$396K 0.02%
23,255
461
$394K 0.02%
6,665
+1,418
462
$394K 0.02%
5,300
+97
463
$390K 0.02%
+5,155
464
$379K 0.02%
1,530
-424
465
$378K 0.02%
+3,595
466
$375K 0.02%
6,442
-1,813
467
$374K 0.02%
1,276
+76
468
$369K 0.02%
4,573
-3,387
469
$367K 0.02%
7,281
-2,089
470
$366K 0.02%
+10,758
471
$362K 0.02%
+3,931
472
$359K 0.02%
+1,718
473
$359K 0.02%
+3,686
474
$358K 0.02%
2,233
-981
475
$357K 0.02%
10,153
-2,639
17 18
19
20 21