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
26
$9.38M 0.47%
30,394
-636
27
$8.34M 0.42%
80,189
+13,432
28
$8.13M 0.41%
23,679
-1,228
29
$8.1M 0.4%
54,476
-11,888
30
$8.06M 0.4%
154,267
+33,679
31
$7.98M 0.4%
85,869
+233
32
$7.76M 0.39%
174,012
+121,599
33
$7.74M 0.39%
97,240
+4,826
34
$7.7M 0.38%
93,663
-1,279,584
35
$7.69M 0.38%
156,462
+16,995
36
$7.38M 0.37%
14,854
+7,806
37
$7.28M 0.36%
15,394
+7,404
38
$7.21M 0.36%
37,747
+3,074
39
$6.72M 0.34%
42,169
+1,610
40
$6.61M 0.33%
17,148
+219
41
$6.57M 0.33%
29,128
+2,716
42
$6.49M 0.32%
59,183
+2,929
43
$6.23M 0.31%
17,149
+3,985
44
$6.08M 0.3%
29,321
-488
45
$6.05M 0.3%
25,033
-511
46
$6M 0.3%
46,032
+3,641
47
$5.6M 0.28%
60,816
-6,629
48
$5.47M 0.27%
31,928
-9,706
49
$5.43M 0.27%
65,485
-2,973
50
$5.38M 0.27%
50,607
-1,106
1
2
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