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
101
$1.87M 0.12%
38,470
-4,640
102
$1.86M 0.12%
28,156
+2,945
103
$1.84M 0.12%
33,784
+9,536
104
$1.8M 0.11%
35,994
+385
105
$1.79M 0.11%
5,170
+150
106
$1.79M 0.11%
85,480
+18,333
107
$1.78M 0.11%
35,018
+744
108
$1.78M 0.11%
95,939
+15,084
109
$1.77M 0.11%
8,316
+238
110
$1.74M 0.11%
20,564
+3,182
111
$1.73M 0.11%
19,273
-137
112
$1.73M 0.11%
14,467
-149,734
113
$1.72M 0.11%
22,527
+2,760
114
$1.72M 0.11%
7,558
-106
115
$1.7M 0.11%
17,721
+2,013
116
$1.69M 0.11%
30,782
-2,149
117
$1.68M 0.11%
43,176
+18,919
118
$1.68M 0.11%
47,449
+6,702
119
$1.68M 0.11%
3,500
+546
120
$1.66M 0.1%
19,266
+1,255
121
$1.65M 0.1%
35,741
+9,475
122
$1.64M 0.1%
3,435
-476
123
$1.6M 0.1%
40,880
+10,225
124
$1.59M 0.1%
+30,431
125
$1.58M 0.1%
5,690
+794
3 4
5
6 7