RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
677
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 0-1 Year 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 5.32%
4 Healthcare 4.94%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$322K 0.02%
35,401
+25,209
502
$321K 0.02%
+4,512
503
$320K 0.02%
2,396
-218
504
$319K 0.02%
108,615
505
$318K 0.02%
74,198
+54,777
506
$317K 0.02%
+2,405
507
$314K 0.02%
+3,140
508
$313K 0.02%
8,686
-1,467
509
$312K 0.02%
+10,673
510
$311K 0.02%
+2,449
511
$311K 0.02%
17,979
+2,008
512
$310K 0.02%
83,899
+67,650
513
$309K 0.02%
6,511
-3,485
514
$308K 0.02%
+3,653
515
$305K 0.02%
4,260
-476
516
$303K 0.02%
+2,677
517
$301K 0.02%
+14,541
518
$295K 0.01%
3,826
-104
519
$295K 0.01%
+16,912
520
$295K 0.01%
11,070
521
$294K 0.01%
38,389
+5,873
522
$293K 0.01%
+3,677
523
$292K 0.01%
2,610
-975
524
$292K 0.01%
7,272
-385
525
$290K 0.01%
+11,046
19 20
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