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
176
$1.48M 0.07%
62,170
+42,745
177
$1.46M 0.07%
115,517
-12,022
178
$1.43M 0.07%
6,431
-7,719
179
$1.43M 0.07%
86,845
-23,045
180
$1.42M 0.07%
23,575
+6,646
181
$1.41M 0.07%
13,792
-4,048
182
$1.4M 0.07%
88,057
+14,228
183
$1.4M 0.07%
3,722
-1,378
184
$1.4M 0.07%
37,547
-1,245
185
$1.4M 0.07%
15,003
-1,801
186
$1.39M 0.07%
3,026
-1,593
187
$1.39M 0.07%
11,338
+1,765
188
$1.39M 0.07%
40,688
-5,142
189
$1.37M 0.07%
29,466
+2,944
190
$1.37M 0.07%
71,154
+5,654
191
$1.36M 0.07%
17,814
-150,165
192
$1.36M 0.07%
26,665
+4,759
193
$1.34M 0.07%
4,365
+350
194
$1.33M 0.07%
18,639
+9,148
195
$1.32M 0.07%
47,540
+13,544
196
$1.31M 0.07%
13,672
+4,602
197
$1.31M 0.07%
10,636
+2,120
198
$1.3M 0.06%
5,816
-528
199
$1.3M 0.06%
38,015
+3,720
200
$1.29M 0.06%
9,863
+909
6 7
8
9 10