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
476
$223K 0.01%
3,505
-5,449
477
$219K 0.01%
15,112
478
$219K 0.01%
4,623
-2,307
479
$218K 0.01%
+12,287
480
$217K 0.01%
+3,113
481
$216K 0.01%
+9,100
482
$216K 0.01%
7,078
-7,163
483
$214K 0.01%
6,410
-1,557
484
$213K 0.01%
23,038
485
$213K 0.01%
990
+36
486
$213K 0.01%
975
-10
487
$213K 0.01%
9,030
488
$213K 0.01%
10,245
-510
489
$211K 0.01%
+3,418
490
$210K 0.01%
1,853
-336
491
$209K 0.01%
3,875
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492
$208K 0.01%
16,837
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493
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494
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419
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495
$207K 0.01%
4,317
-3,428
496
$207K 0.01%
+3,368
497
$206K 0.01%
10,000
498
$206K 0.01%
20,810
+3,897
499
$206K 0.01%
3,920
-7,569
500
$205K 0.01%
+7,221
18 19
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