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
126
$243K 0.04%
+13,398
127
$241K 0.04%
+6,403
128
$235K 0.04%
+626
129
$233K 0.04%
+6,907
130
$233K 0.04%
2,201
-4,590
131
$231K 0.04%
+3,286
132
$227K 0.04%
+4,646
133
$224K 0.04%
+7,023
134
$223K 0.04%
+1,367
135
$223K 0.04%
+2,936
136
$221K 0.04%
+2,374
137
$220K 0.04%
7,645
-405,730
138
$220K 0.04%
777
-29
139
$219K 0.04%
+2,923
140
$214K 0.03%
+673
141
$212K 0.03%
+4,755
142
$211K 0.03%
2,892
-3,632
143
$205K 0.03%
+5,421
144
$204K 0.03%
+1,281
145
$181K 0.03%
13,445
-225
146
$161K 0.03%
+54,804
147
$142K 0.02%
+11,291
148
$128K 0.02%
+29,951
149
$128K 0.02%
17,964
+5,373
150
$119K 0.02%
+11,073
4 5
6
7 8