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
526
$84K 0.01%
+16,627
527
$78K ﹤0.01%
+10,045
528
$78K ﹤0.01%
11,884
+162
529
$73K ﹤0.01%
26,093
-18,650
530
$70K ﹤0.01%
13,696
-1,145
531
$65K ﹤0.01%
10,000
532
$62K ﹤0.01%
38,164
+25,329
533
$61K ﹤0.01%
10,815
534
$57K ﹤0.01%
+3,875
535
$53K ﹤0.01%
16,716
+1,685
536
$42K ﹤0.01%
10,953
-980
537
$39K ﹤0.01%
3,060
538
$37K ﹤0.01%
18,935
-4,729
539
– –
-127,197
540
– –
-8,483
541
– –
-61,826
542
– –
-18,668
543
– –
-2,468
544
– –
-7,269
545
– –
-9,122
546
– –
-1,849
547
– –
-6,365
548
– –
-5,469
549
– –
-2,668
550
– –
-911
20 21
22
23 24