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
$624M
AUM Growth
-$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$5.11M
3
+$4.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.57M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.25M

Top Sells

1
+$80.2M
2
+$17M
3
+$11.7M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.53M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.43M

Sector Composition

1 Technology 2.97%
2 Healthcare 1.23%
3 Financials 0.94%
4 Communication Services 0.87%
5 Consumer Discretionary 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$988K 0.16%
11,581
-4,933
52
$928K 0.15%
6,266
-228
53
$897K 0.14%
36,305
+3,455
54
$871K 0.14%
9,677
-1,198
55
$864K 0.14%
4,262
+478
56
$864K 0.14%
8,449
+131
57
$841K 0.13%
14,460
+4,400
58
$839K 0.13%
38,103
+4,411
59
$821K 0.13%
29,397
-16,320
60
$808K 0.13%
21,270
+5,061
61
$752K 0.12%
12,940
-460
62
$752K 0.12%
29,815
-1,710
63
$722K 0.12%
26,372
+1,275
64
$721K 0.12%
4,710
65
$690K 0.11%
5,743
+1,050
66
$642K 0.1%
17,488
+603
67
$631K 0.1%
16,108
-4,249
68
$615K 0.1%
11,369
-5,063
69
$581K 0.09%
+7,046
70
$550K 0.09%
8,129
-989
71
$541K 0.09%
2,095
-310,396
72
$524K 0.08%
5,066
-804
73
$518K 0.08%
+11,370
74
$507K 0.08%
16,376
+5,155
75
$494K 0.08%
1,733
+26
1 2
3
4 5