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
$1.59B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$358M
2
+$62.5M
3
+$40.2M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$23M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$22.9M

Top Sells

1
+$118M
2
+$58.3M
3
+$57.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$33.6M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$19.7M

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
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615
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