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
26
$5.56M 0.35%
20,379
-1,919
27
$5.31M 0.33%
3,037
+2,638
28
$5.13M 0.32%
207,481
-2,782
29
$5.09M 0.32%
+187,528
30
$5.04M 0.32%
+1,259
31
$4.99M 0.31%
+34,570
32
$4.97M 0.31%
+47,157
33
$4.96M 0.31%
9,661
+692
34
$4.93M 0.31%
68,040
-4,303
35
$4.83M 0.3%
41,070
+862
36
$4.82M 0.3%
27,155
+5,188
37
$4.75M 0.3%
95,051
+3,284
38
$4.6M 0.29%
40,838
+8,712
39
$4.57M 0.29%
86,424
-1,260
40
$4.53M 0.29%
+16,672
41
$4.48M 0.28%
52,485
+388
42
$4.18M 0.26%
276,010
+3,120
43
$4.17M 0.26%
90,994
-426,276
44
$4.15M 0.26%
62,646
+57,929
45
$4.12M 0.26%
28,335
+26,424
46
$4.08M 0.26%
47,646
+5,530
47
$4.06M 0.26%
164,339
+21,997
48
$3.97M 0.25%
+33,159
49
$3.9M 0.25%
55,790
-2,346
50
$3.86M 0.24%
19,601
+3,156
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