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
151
$94K 0.02%
+14,062
152
$87K 0.01%
+13,084
153
$85K 0.01%
+10,511
154
$72K 0.01%
+46,252
155
$69K 0.01%
+11,557
156
$69K 0.01%
+11,874
157
$67K 0.01%
2,468
+120
158
$67K 0.01%
+13,911
159
$67K 0.01%
+1,813
160
$66K 0.01%
17,490
+6,849
161
$64K 0.01%
12,002
+669
162
$62K 0.01%
+40,847
163
$57K 0.01%
+39,798
164
$57K 0.01%
+11,126
165
$48K 0.01%
27,698
+16,177
166
$45K 0.01%
20,579
+8,193
167
$44K 0.01%
+28,515
168
$42K 0.01%
+16,196
169
$41K 0.01%
+11,219
170
$41K 0.01%
+3,959
171
$36K 0.01%
+12,554
172
$32K 0.01%
14,682
-5,893
173
$23K ﹤0.01%
15,000
174
$22K ﹤0.01%
+12,935
175
$21K ﹤0.01%
19,511
-1,894
5 6
7
8 9