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
526
$288K 0.01%
929
-213
527
$286K 0.01%
9,589
-1,518
528
$284K 0.01%
+2,580
529
$284K 0.01%
+21,701
530
$280K 0.01%
1,992
-1,308
531
$278K 0.01%
6,743
-1,537
532
$277K 0.01%
+1,641
533
$277K 0.01%
+3,146
534
$276K 0.01%
2,507
+229
535
$275K 0.01%
2,199
-377
536
$274K 0.01%
2,626
-458
537
$274K 0.01%
1,648
-62
538
$273K 0.01%
+3,191
539
$273K 0.01%
4,065
-8
540
$273K 0.01%
4,671
-1,439
541
$270K 0.01%
23,333
-4,024
542
$266K 0.01%
5,087
-5,448
543
$264K 0.01%
+3,490
544
$263K 0.01%
37,586
+19,440
545
$263K 0.01%
+5,098
546
$263K 0.01%
+4,024
547
$261K 0.01%
1,618
-1,050
548
$258K 0.01%
7,916
-2,141
549
$258K 0.01%
40,435
+10,424
550
$258K 0.01%
1,781
-98
20 21
22
23 24