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
101
$2.4M 0.12%
52,824
+4,998
102
$2.4M 0.12%
69,891
-4,575
103
$2.37M 0.12%
46,661
+9,607
104
$2.35M 0.12%
49,413
+4,807
105
$2.34M 0.12%
23,886
+1,310
106
$2.31M 0.12%
+53,487
107
$2.31M 0.12%
23,035
+1,047
108
$2.3M 0.11%
49,040
+9,140
109
$2.3M 0.11%
33,108
-2,014
110
$2.29M 0.11%
531,573
-133,649
111
$2.28M 0.11%
50,801
112
$2.25M 0.11%
318,809
+11,418
113
$2.23M 0.11%
71,835
+4,277
114
$2.23M 0.11%
17,460
-4,363
115
$2.22M 0.11%
36,439
-8,772
116
$2.21M 0.11%
22,997
+8,568
117
$2.21M 0.11%
62,141
-9,881
118
$2.2M 0.11%
38,266
+716
119
$2.19M 0.11%
24,884
+14,714
120
$2.19M 0.11%
26,379
+462
121
$2.17M 0.11%
20,589
+8,039
122
$2.14M 0.11%
30,724
+10,686
123
$2.08M 0.1%
4,284
+3,655
124
$2.06M 0.1%
50,434
-17,654
125
$2.05M 0.1%
36,255
-3,735
3 4
5
6 7