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
76
$488K 0.08%
+10,026
77
$480K 0.08%
1,988
+231
78
$473K 0.08%
6,529
-1,309
79
$465K 0.07%
5,826
-83
80
$454K 0.07%
2,723
-163
81
$440K 0.07%
8,829
-11,425
82
$439K 0.07%
8,164
-197
83
$411K 0.07%
7,370
+3,707
84
$409K 0.07%
1,640
+360
85
$408K 0.07%
+8,541
86
$403K 0.06%
10,243
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87
$399K 0.06%
9,480
+3,518
88
$391K 0.06%
800
89
$390K 0.06%
5,308
-2,256
90
$389K 0.06%
9,000
+1,000
91
$389K 0.06%
+32,870
92
$382K 0.06%
13,635
-4,917
93
$381K 0.06%
+5,791
94
$376K 0.06%
+1,933
95
$374K 0.06%
+6,212
96
$362K 0.06%
1,938
+255
97
$353K 0.06%
6,432
+114
98
$335K 0.05%
+3,658
99
$317K 0.05%
+14,109
100
$311K 0.05%
10,841
-3,221
2 3
4
5 6