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
76
$3.36M 0.17%
35,009
+7,287
77
$3.36M 0.17%
13,200
+11,484
78
$3.33M 0.17%
87,806
+15,354
79
$3.33M 0.17%
20,472
+13,397
80
$3.31M 0.17%
4,865
+158
81
$3.24M 0.16%
28,008
+3,464
82
$3.18M 0.16%
33,318
-17
83
$3.09M 0.15%
44,301
+420
84
$3.08M 0.15%
19,846
-55,093
85
$3.06M 0.15%
25,928
+833
86
$3.03M 0.15%
80,050
+9,118
87
$3.01M 0.15%
33,924
+27,092
88
$2.98M 0.15%
20,981
+8,920
89
$2.98M 0.15%
18,248
+1,991
90
$2.91M 0.14%
97,035
-23,670
91
$2.88M 0.14%
108,600
+29,979
92
$2.86M 0.14%
21,280
+8,577
93
$2.83M 0.14%
44,546
+1,498
94
$2.8M 0.14%
1,141
-140
95
$2.75M 0.14%
8,737
+3,600
96
$2.75M 0.14%
27,109
-30,634
97
$2.74M 0.14%
16,068
+1,994
98
$2.56M 0.13%
31,867
-18,348
99
$2.54M 0.13%
28,918
+666
100
$2.49M 0.12%
+4,451
2 3
4
5 6