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
251
$1.1M 0.05%
85,553
+38,704
252
$1.09M 0.05%
7,124
+471
253
$1.09M 0.05%
171
+1
254
$1.08M 0.05%
3,899
+117
255
$1.08M 0.05%
33,758
+8,448
256
$1.07M 0.05%
19,037
+3,334
257
$1.07M 0.05%
136,568
+33,412
258
$1.07M 0.05%
4,975
+1,176
259
$1.07M 0.05%
28,628
+335
260
$1.07M 0.05%
150,672
+45,828
261
$1.06M 0.05%
5,192
-325
262
$1.04M 0.05%
1,851
+162
263
$1.04M 0.05%
19,207
+2,153
264
$1.04M 0.05%
2
265
$1.03M 0.05%
5,141
-298
266
$1.03M 0.05%
5,674
+9
267
$1.02M 0.05%
+54,927
268
$1.02M 0.05%
23,516
+4,593
269
$1.01M 0.05%
17,285
+1,783
270
$1.01M 0.05%
8,569
+2,763
271
$991K 0.04%
29,219
+3,622
272
$991K 0.04%
8,482
+3,922
273
$988K 0.04%
26,602
+13,148
274
$985K 0.04%
14,108
+426
275
$984K 0.04%
5,980
-726
9 10
11
12 13