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

Top Buys

1
+$357M
2
+$61.4M
3
+$40.1M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$23.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$22.7M

Top Sells

1
+$108M
2
+$55.6M
3
+$53.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$33.2M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$19.5M

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
51
$3.75M 0.24%
45,915
+10,172
52
$3.71M 0.23%
70,807
+12,750
53
$3.65M 0.23%
25,185
+2,008
54
$3.64M 0.23%
620,613
+329,731
55
$3.58M 0.23%
31,408
-488,485
56
$3.39M 0.21%
23,587
-1,584
57
$3.31M 0.21%
36,274
+760
58
$3.29M 0.21%
58,984
+9,628
59
$3.13M 0.2%
12,866
+1,334
60
$3.12M 0.2%
9,626
+1,860
61
$3.08M 0.19%
28,327
-12,577
62
$3.06M 0.19%
52,469
-1,579
63
$2.94M 0.19%
17,659
+4,062
64
$2.94M 0.19%
117,054
-2,213
65
$2.85M 0.18%
61,005
+590
66
$2.84M 0.18%
+113,664
67
$2.79M 0.18%
10,162
+1,508
68
$2.77M 0.17%
47,071
+811
69
$2.74M 0.17%
43,905
-1,241
70
$2.71M 0.17%
12,102
+118
71
$2.66M 0.17%
85,395
+3,289
72
$2.64M 0.17%
+43,765
73
$2.59M 0.16%
41,143
+5,040
74
$2.49M 0.16%
32,317
+9,407
75
$2.49M 0.16%
41,521
-478
1 2
3
4 5