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
$2.9B
AUM Growth
+$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$73.2M
2
+$43.7M
3
+$24.8M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$11.6M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.5M

Top Sells

1
+$68.5M
2
+$42.8M
3
+$23.6M
4
CSCO icon
Cisco
CSCO
+$3.66M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.78M

Sector Composition

1 Technology 11.69%
2 Financials 7.43%
3 Healthcare 5.1%
4 Consumer Discretionary 5.09%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.52M 0.05%
13,042
+853
252
$1.51M 0.05%
9,280
+1,520
253
$1.51M 0.05%
67,656
+3,228
254
$1.49M 0.05%
3,727
+179
255
$1.49M 0.05%
13,229
+522
256
$1.48M 0.05%
10,410
+3,654
257
$1.47M 0.05%
16,952
+1,731
258
$1.47M 0.05%
20,261
+3,199
259
$1.46M 0.05%
145,434
+16,262
260
$1.46M 0.05%
30,025
-2,377
261
$1.45M 0.05%
4,343
-143
262
$1.45M 0.05%
4,646
+212
263
$1.44M 0.05%
25,048
+1,111
264
$1.44M 0.05%
10,459
+415
265
$1.44M 0.05%
18,211
-8
266
$1.43M 0.05%
139,795
+10,781
267
$1.43M 0.05%
140,963
+28,047
268
$1.41M 0.05%
6,803
+335
269
$1.4M 0.05%
8,388
+1,140
270
$1.4M 0.05%
9,116
-623
271
$1.39M 0.05%
19,916
+4,347
272
$1.39M 0.05%
118,206
+16,615
273
$1.39M 0.05%
14,687
+4,927
274
$1.39M 0.05%
14,785
-1,093
275
$1.39M 0.05%
5,502
+236
9 10
11
12 13