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
476
$356K 0.02%
4,876
-2,138
477
$355K 0.02%
1,704
-112
478
$352K 0.02%
17,147
-9,757
479
$351K 0.02%
1,424
+344
480
$351K 0.02%
+5,759
481
$349K 0.02%
506
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482
$347K 0.02%
+2,053
483
$347K 0.02%
+25,439
484
$346K 0.02%
58,920
+9,279
485
$345K 0.02%
+4,410
486
$343K 0.02%
+4,228
487
$342K 0.02%
4,122
+1,918
488
$341K 0.02%
29,925
+5,780
489
$335K 0.02%
3,019
-6,255
490
$334K 0.02%
1,295
-770
491
$334K 0.02%
18,355
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492
$333K 0.02%
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493
$331K 0.02%
8,625
+2,247
494
$329K 0.02%
+7,587
495
$327K 0.02%
18,692
-6,503
496
$326K 0.02%
+21,476
497
$326K 0.02%
213
+21
498
$325K 0.02%
14,199
+2,274
499
$324K 0.02%
28,610
-68,140
500
$323K 0.02%
448
+34
18 19
20
21 22