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
51
$5.33M 0.27%
42,748
+951
52
$5.3M 0.26%
18,956
+676
53
$5.07M 0.25%
25,202
+2,130
54
$5M 0.25%
53,764
-9,614
55
$4.97M 0.25%
7,074
+1,526
56
$4.91M 0.24%
23,184
+6,781
57
$4.87M 0.24%
63,927
-506
58
$4.72M 0.24%
98,619
-29,470
59
$4.54M 0.23%
70,820
+31,680
60
$4.45M 0.22%
83,226
-13,815
61
$4.4M 0.22%
9,318
-7,724
62
$4.39M 0.22%
26,888
+41
63
$4.34M 0.22%
12,195
-5,044
64
$4.24M 0.21%
130,648
+22,342
65
$4.07M 0.2%
59,329
-16,853
66
$4.05M 0.2%
58,141
+2,243
67
$3.87M 0.19%
105,292
+37,688
68
$3.8M 0.19%
61,284
-2,348
69
$3.76M 0.19%
40,780
-12,391
70
$3.67M 0.18%
27,210
+11,854
71
$3.66M 0.18%
90,599
-4,981
72
$3.64M 0.18%
48,377
-6,762
73
$3.59M 0.18%
21,545
+5,444
74
$3.51M 0.17%
11,885
-13,874
75
$3.48M 0.17%
527,712
-47,237
1 2
3
4 5