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
201
$1.29M 0.06%
34,587
-6,159
202
$1.29M 0.06%
14,360
-4,656
203
$1.28M 0.06%
9,003
-4,087
204
$1.27M 0.06%
91,194
+60,930
205
$1.26M 0.06%
4,423
+1,701
206
$1.26M 0.06%
31,288
-9,528
207
$1.25M 0.06%
5,904
-370
208
$1.25M 0.06%
14,363
+1,776
209
$1.24M 0.06%
3,094
+261
210
$1.23M 0.06%
4,808
+2,634
211
$1.22M 0.06%
6,308
+2,111
212
$1.22M 0.06%
2,743
+627
213
$1.22M 0.06%
8,794
-2,360
214
$1.21M 0.06%
24,534
+9,459
215
$1.2M 0.06%
4,208
-638
216
$1.2M 0.06%
20,565
+1,522
217
$1.18M 0.06%
7,074
+1,832
218
$1.18M 0.06%
145,183
-91,831
219
$1.17M 0.06%
5,720
+2,999
220
$1.17M 0.06%
4,879
-973
221
$1.16M 0.06%
38,647
-9,522
222
$1.16M 0.06%
30,269
+22,256
223
$1.16M 0.06%
3,782
-500
224
$1.15M 0.06%
6,982
+1,341
225
$1.15M 0.06%
+9,768
7 8
9
10 11