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
576
$236K 0.01%
+6,739
577
$235K 0.01%
+16,233
578
$234K 0.01%
1,525
-713
579
$232K 0.01%
2,292
+50
580
$232K 0.01%
53,877
-6,969
581
$230K 0.01%
27,956
+3,380
582
$226K 0.01%
5,150
-3,928
583
$224K 0.01%
96,658
-6,980
584
$222K 0.01%
1,558
+169
585
$222K 0.01%
+8,669
586
$219K 0.01%
3,366
587
$218K 0.01%
1,687
+111
588
$217K 0.01%
1,543
-246
589
$217K 0.01%
+9,522
590
$216K 0.01%
+14,493
591
$214K 0.01%
11,775
-117
592
$214K 0.01%
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593
$213K 0.01%
+3,490
594
$209K 0.01%
1,325
-28
595
$208K 0.01%
7,540
-1,450
596
$207K 0.01%
4,098
-9,974
597
$205K 0.01%
+1,004
598
$205K 0.01%
975
-3,772
599
$205K 0.01%
72,728
+58,604
600
$204K 0.01%
43,505
+25,956
22 23
24
25 26