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
601
$202K 0.01%
2,660
-623
602
$200K 0.01%
+1,028
603
$197K 0.01%
+17,824
604
$195K 0.01%
25,611
-433
605
$194K 0.01%
+23,606
606
$194K 0.01%
21,853
-6,484
607
$194K 0.01%
17,485
-18,773
608
$188K 0.01%
+21,215
609
$168K 0.01%
29,715
-9,781
610
$165K 0.01%
39,551
-185,483
611
$164K 0.01%
15,985
-5,721
612
$159K 0.01%
+25,713
613
$152K 0.01%
+25,429
614
$151K 0.01%
67,076
-15,290
615
$147K 0.01%
+40,464
616
$145K 0.01%
15,045
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617
$144K 0.01%
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618
$122K 0.01%
10,689
-788
619
$115K 0.01%
+10,610
620
$115K 0.01%
21,477
-22,279
621
$114K 0.01%
+12,990
622
$113K 0.01%
18,611
+1,604
623
$110K 0.01%
12,637
-8,611
624
$110K 0.01%
+11,532
625
$105K 0.01%
+10,969
23 24
25
26 27