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
$2.01B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
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 0-1 Year 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 5.32%
4 Healthcare 4.94%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$101K 0.01%
13,336
-4,139
627
$80.8K ﹤0.01%
21,719
+3,774
628
$79.7K ﹤0.01%
14,446
-7,255
629
$78.8K ﹤0.01%
23,038
630
$73.5K ﹤0.01%
+30,000
631
$72.1K ﹤0.01%
17,091
-8,622
632
$61.9K ﹤0.01%
+10,000
633
$58.2K ﹤0.01%
14,096
+3,792
634
$56K ﹤0.01%
10,815
635
$55.8K ﹤0.01%
21,041
-18,683
636
$16.9K ﹤0.01%
16,099
-4,571
637
$12.1K ﹤0.01%
1,671
-1,389
638
– –
-1,552
639
– –
-3,151
640
– –
-6,355
641
– –
-16,428
642
– –
-13,510
643
– –
-21,839
644
– –
-1,283
645
– –
-23,984
646
– –
-4,963
647
– –
-9,649
648
– –
-16,809
649
– –
-11,167
650
– –
-3,244
24 25
26
27 28