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
276
$1.39M 0.05%
27,764
+23,588
277
$1.38M 0.05%
7,195
+500
278
$1.38M 0.05%
170
-2
279
$1.37M 0.05%
67,482
-207
280
$1.37M 0.05%
7,085
+78
281
$1.36M 0.05%
54,853
-2,460
282
$1.36M 0.05%
54,170
-3,210
283
$1.35M 0.05%
23,281
-473
284
$1.35M 0.05%
5,914
-791
285
$1.35M 0.05%
+87,596
286
$1.35M 0.05%
19,650
-2,205
287
$1.34M 0.05%
56,334
+1,200
288
$1.33M 0.05%
55,820
+35,860
289
$1.32M 0.05%
180,925
+1,146
290
$1.31M 0.05%
8,066
+853
291
$1.31M 0.05%
7,524
+731
292
$1.3M 0.04%
9,412
+1,737
293
$1.3M 0.04%
15,577
+2,766
294
$1.29M 0.04%
4,441
-204
295
$1.29M 0.04%
10,961
-340
296
$1.28M 0.04%
20,011
-214
297
$1.27M 0.04%
68,177
+1,320
298
$1.27M 0.04%
7,082
-69
299
$1.27M 0.04%
2
300
$1.26M 0.04%
220,335
+111,712
10 11
12
13 14