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
551
$257K 0.01%
1,050
+45
552
$256K 0.01%
4,008
-40
553
$256K 0.01%
66,291
+28,895
554
$255K 0.01%
+9,316
555
$253K 0.01%
+1,026
556
$253K 0.01%
3,812
-2,085
557
$252K 0.01%
+6,004
558
$251K 0.01%
4,553
+557
559
$250K 0.01%
+4,786
560
$250K 0.01%
5,348
-294
561
$250K 0.01%
22,384
+1,542
562
$249K 0.01%
3,742
-21
563
$249K 0.01%
+10,363
564
$248K 0.01%
8,665
+208
565
$248K 0.01%
78,212
+33,040
566
$246K 0.01%
26,792
-18,362
567
$246K 0.01%
15,112
-4
568
$246K 0.01%
+11,406
569
$244K 0.01%
11,235
-2,223
570
$241K 0.01%
8,281
-2,478
571
$241K 0.01%
1,267
572
$238K 0.01%
11,292
-16,610
573
$237K 0.01%
+7,334
574
$237K 0.01%
38,368
-16,647
575
$237K 0.01%
+2,860
21 22
23
24 25