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
151
$1.25M 0.08%
29,298
-2,043
152
$1.25M 0.08%
22,070
+8,130
153
$1.21M 0.08%
7,172
+739
154
$1.21M 0.08%
15,570
+1,552
155
$1.19M 0.07%
30,341
+4,326
156
$1.19M 0.07%
12,814
+1,445
157
$1.17M 0.07%
21,232
+7,118
158
$1.15M 0.07%
3,848
-382
159
$1.15M 0.07%
15,066
+1,970
160
$1.15M 0.07%
6,420
+630
161
$1.14M 0.07%
20,281
-5,381
162
$1.13M 0.07%
25,891
-353
163
$1.13M 0.07%
34,135
+3,132
164
$1.13M 0.07%
34,570
+3,876
165
$1.12M 0.07%
25,839
+12,066
166
$1.12M 0.07%
6,433
+1,477
167
$1.1M 0.07%
8,077
-222
168
$1.1M 0.07%
+18,501
169
$1.09M 0.07%
4,510
-2,200
170
$1.09M 0.07%
7,102
+630
171
$1.09M 0.07%
29,219
-11,780
172
$1.08M 0.07%
21,144
-504
173
$1.08M 0.07%
96,678
+23,172
174
$1.06M 0.07%
+14,835
175
$1.05M 0.07%
25,165
-255
5 6
7
8 9