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
151
$1.7M 0.08%
28,744
-457
152
$1.67M 0.08%
24,138
-18,201
153
$1.67M 0.08%
17,661
-413
154
$1.64M 0.08%
30,128
+3,106
155
$1.63M 0.08%
5,395
+4,009
156
$1.63M 0.08%
89,770
+5,005
157
$1.62M 0.08%
4,967
-517
158
$1.61M 0.08%
15,420
+12,264
159
$1.61M 0.08%
+8,406
160
$1.6M 0.08%
65,411
-65,238
161
$1.6M 0.08%
65,145
-78,659
162
$1.58M 0.08%
44,699
-5,613
163
$1.57M 0.08%
20,568
+5,997
164
$1.55M 0.08%
47,387
-1,840
165
$1.54M 0.08%
6,737
+318
166
$1.54M 0.08%
38,875
+14,731
167
$1.54M 0.08%
24,235
+752
168
$1.52M 0.08%
27,715
+8,657
169
$1.52M 0.08%
82,944
-16,737
170
$1.51M 0.08%
59,924
-8,086
171
$1.5M 0.08%
37,489
+27,130
172
$1.5M 0.08%
71,486
+11,585
173
$1.49M 0.07%
9,707
-3,204
174
$1.49M 0.07%
7,004
+561
175
$1.48M 0.07%
4,290
+86
5 6
7
8 9