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
$2.22B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.56M
3
+$6.01M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.84M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.24M

Top Sells

1
+$5.44M
2
+$2.78M
3
+$2.4M
4
LMT icon
Lockheed Martin
LMT
+$2.17M
5
PEP icon
PepsiCo
PEP
+$1.76M

Sector Composition

1 Technology 11.59%
2 Financials 6.41%
3 Healthcare 4.99%
4 Industrials 4.9%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.2M 0.05%
3,686
-679
227
$1.2M 0.05%
15,896
-1,918
228
$1.19M 0.05%
1,722
+452
229
$1.19M 0.05%
13,985
-375
230
$1.17M 0.05%
15,926
+10,771
231
$1.17M 0.05%
7,452
-81
232
$1.16M 0.05%
21,842
+2,680
233
$1.16M 0.05%
3,403
+274
234
$1.16M 0.05%
52,772
+2,284
235
$1.15M 0.05%
24,522
-24,891
236
$1.15M 0.05%
25,260
+1,058
237
$1.15M 0.05%
36,095
-8,604
238
$1.15M 0.05%
16,688
+7,607
239
$1.15M 0.05%
79,166
+3,086
240
$1.15M 0.05%
14,956
+2,464
241
$1.15M 0.05%
28,003
-11,999
242
$1.14M 0.05%
43,844
+24,888
243
$1.14M 0.05%
21,913
+1,754
244
$1.14M 0.05%
10,304
-1,034
245
$1.14M 0.05%
84,371
+14,246
246
$1.13M 0.05%
12,484
+1,691
247
$1.12M 0.05%
3,703
+41
248
$1.11M 0.05%
8,280
-1,583
249
$1.11M 0.05%
64,275
+60
250
$1.1M 0.05%
26,390
-3,879
8 9
10
11 12