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
501
$204K 0.01%
27,177
-6,334
502
$203K 0.01%
+18,423
503
$200K 0.01%
+7,339
504
$200K 0.01%
1,337
-11
505
$194K 0.01%
16,804
+2,503
506
$188K 0.01%
13,397
+1,627
507
$179K 0.01%
+11,502
508
$177K 0.01%
32,209
-13,470
509
$172K 0.01%
11,265
+611
510
$172K 0.01%
42,467
-5,295
511
$160K 0.01%
12,909
+235
512
$151K 0.01%
57,231
-3,793
513
$130K 0.01%
20,334
-1,238
514
$128K 0.01%
+11,124
515
$128K 0.01%
+19,175
516
$127K 0.01%
+11,700
517
$127K 0.01%
29,593
+10,516
518
$126K 0.01%
18,213
+1,181
519
$126K 0.01%
18,612
-24,116
520
$122K 0.01%
+19,062
521
$121K 0.01%
+20,628
522
$114K 0.01%
+4,768
523
$113K 0.01%
10,069
-520
524
$113K 0.01%
24,050
-1,347
525
$100K 0.01%
+11,657
19 20
21
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