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
126
$1.58M 0.1%
13,887
+7,795
127
$1.54M 0.1%
29,347
+2,049
128
$1.54M 0.1%
10,001
-63
129
$1.53M 0.1%
93,460
-15,430
130
$1.52M 0.1%
708
+453
131
$1.52M 0.1%
2,800
+423
132
$1.5M 0.09%
196,948
+103,353
133
$1.47M 0.09%
4,946
+141
134
$1.46M 0.09%
+34,520
135
$1.45M 0.09%
41,574
+19,517
136
$1.45M 0.09%
54,302
+15,799
137
$1.44M 0.09%
6,403
+737
138
$1.43M 0.09%
30,359
+12,315
139
$1.4M 0.09%
83,390
-7,275
140
$1.4M 0.09%
+3,394
141
$1.4M 0.09%
8,458
+1,381
142
$1.38M 0.09%
108,218
+30,194
143
$1.37M 0.09%
140,517
+4,851
144
$1.36M 0.09%
116,207
+7,432
145
$1.34M 0.08%
9,484
+2,004
146
$1.33M 0.08%
19,230
+1,901
147
$1.33M 0.08%
3,101
+1,359
148
$1.33M 0.08%
13,769
+972
149
$1.32M 0.08%
76,101
+73
150
$1.28M 0.08%
39,068
+3,054
4 5
6
7 8