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
76
$2.44M 0.15%
26,726
+5,985
77
$2.41M 0.15%
+14,415
78
$2.41M 0.15%
12,149
+10,832
79
$2.4M 0.15%
73,339
+10,017
80
$2.35M 0.15%
24,913
-1,414
81
$2.35M 0.15%
51,078
+17,164
82
$2.29M 0.14%
4,784
+147
83
$2.27M 0.14%
17,766
+2,019
84
$2.07M 0.13%
49,667
-2,133
85
$2.06M 0.13%
6,529
+928
86
$2.04M 0.13%
26,859
+955
87
$2.03M 0.13%
81,201
-9,348
88
$2.02M 0.13%
4,175
+835
89
$2.01M 0.13%
5,497
+1,304
90
$1.99M 0.13%
53,146
+5,920
91
$1.98M 0.12%
8,034
+1,258
92
$1.97M 0.12%
56,532
-2,310
93
$1.96M 0.12%
19,880
+5,352
94
$1.95M 0.12%
55,964
-2,515
95
$1.94M 0.12%
31,727
-1,234
96
$1.93M 0.12%
11,974
+1,601
97
$1.92M 0.12%
54,839
+20,337
98
$1.92M 0.12%
13,369
+127
99
$1.92M 0.12%
131,010
+17,074
100
$1.9M 0.12%
78,852
-880
2 3
4
5 6