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
$624M
AUM Growth
-$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$5.11M
3
+$4.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.57M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.25M

Top Sells

1
+$80.2M
2
+$17M
3
+$11.7M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.53M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.43M

Sector Composition

1 Technology 2.97%
2 Healthcare 1.23%
3 Financials 0.94%
4 Communication Services 0.87%
5 Consumer Discretionary 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.39%
39,522
-475
27
$2.38M 0.38%
81,956
-15,490
28
$2.38M 0.38%
49,462
-7,884
29
$2.25M 0.36%
23,120
+8,780
30
$2.19M 0.35%
9,267
-4,476
31
$2.12M 0.34%
57,256
-6,287
32
$1.8M 0.29%
18,628
+549
33
$1.76M 0.28%
+14,224
34
$1.7M 0.27%
41,503
-433
35
$1.52M 0.24%
32,837
-3,589
36
$1.51M 0.24%
+12,445
37
$1.48M 0.24%
31,269
+2,262
38
$1.46M 0.23%
5,658
-1,162
39
$1.34M 0.21%
10,216
-3,978
40
$1.19M 0.19%
7,383
+1,662
41
$1.18M 0.19%
179,640
+40,800
42
$1.17M 0.19%
10,560
+8,248
43
$1.15M 0.18%
6,306
+1,998
44
$1.13M 0.18%
7,766
+116
45
$1.08M 0.17%
32,342
-11,565
46
$1.08M 0.17%
9,781
+186
47
$1.07M 0.17%
22,213
+2,896
48
$1.07M 0.17%
+13,832
49
$1.05M 0.17%
8,986
-800
50
$1.01M 0.16%
31,600
+1,922
1
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