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
126
$2.04M 0.1%
3,540
+476
127
$2.02M 0.1%
94,709
+3,711
128
$2.01M 0.1%
4,860
+29
129
$2M 0.1%
20,430
+2,458
130
$2M 0.1%
126,563
-22,703
131
$1.99M 0.1%
8,173
+3,712
132
$1.99M 0.1%
22,894
+15,168
133
$1.98M 0.1%
19,007
+379
134
$1.97M 0.1%
68,840
-23,989
135
$1.96M 0.1%
66,939
+2,536
136
$1.95M 0.1%
8,001
+4,943
137
$1.9M 0.09%
19,560
-30,964
138
$1.9M 0.09%
125,007
+21,610
139
$1.89M 0.09%
32,276
-3,968
140
$1.87M 0.09%
10,028
+1,543
141
$1.84M 0.09%
9,202
+4,425
142
$1.82M 0.09%
5,282
-490
143
$1.8M 0.09%
8,985
-6,371
144
$1.78M 0.09%
29,141
-4,149
145
$1.77M 0.09%
14,013
+2,484
146
$1.77M 0.09%
107,179
+20,028
147
$1.76M 0.09%
17,776
-1,236
148
$1.75M 0.09%
23,125
+3,925
149
$1.73M 0.09%
40,002
+27,779
150
$1.73M 0.09%
24,442
-3,331
4 5
6
7 8