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
101
$308K 0.05%
+2,219
102
$307K 0.05%
11,275
-6,920
103
$305K 0.05%
7,795
-1,555
104
$302K 0.05%
1,513
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105
$302K 0.05%
23,404
-892
106
$289K 0.05%
2,134
+933
107
$279K 0.04%
2,119
-335
108
$278K 0.04%
4,689
-70
109
$277K 0.04%
1,677
110
$276K 0.04%
1,852
+6
111
$276K 0.04%
3,328
+1,148
112
$273K 0.04%
12,843
+1,126
113
$273K 0.04%
3,719
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114
$272K 0.04%
1,646
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115
$268K 0.04%
1,862
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116
$268K 0.04%
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117
$264K 0.04%
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118
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2,263
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119
$262K 0.04%
10,728
+1,558
120
$260K 0.04%
+14,842
121
$260K 0.04%
25,770
-2,430
122
$259K 0.04%
765
-74
123
$257K 0.04%
13,452
-198
124
$257K 0.04%
9,476
-80
125
$252K 0.04%
+3,046
3 4
5
6 7