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
276
$978K 0.04%
14,154
+4,027
277
$970K 0.04%
2,838
+318
278
$967K 0.04%
6,802
+373
279
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280
$960K 0.04%
8,661
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281
$957K 0.04%
32,173
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282
$957K 0.04%
121,294
-1,290
283
$956K 0.04%
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284
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285
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19,528
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287
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288
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5,615
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289
$937K 0.04%
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290
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291
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23,044
+1,818
293
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294
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295
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30,280
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296
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34,696
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297
$905K 0.04%
10,016
-4,347
298
$902K 0.04%
36,454
+5,199
299
$898K 0.04%
13,935
+7,270
300
$890K 0.04%
9,505
-82
10 11
12
13 14