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
714
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 Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$5.24M

Top Sells

1
+$5.44M
2
+$2.78M
3
+$2.41M
4
ABB
ABB Ltd
ABB
+$2.4M
5
LMT icon
Lockheed Martin
LMT
+$2.17M

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
301
$887K 0.04%
32,641
+9,452
302
$882K 0.04%
8,087
+5,068
303
$880K 0.04%
8,068
+3,946
304
$875K 0.04%
54,863
-16,291
305
$873K 0.04%
4,483
-243
306
$873K 0.04%
14,104
+1,488
307
$870K 0.04%
25,971
-12,676
308
$869K 0.04%
160,359
+81,216
309
$866K 0.04%
4,356
+274
310
$851K 0.04%
126,045
-19,138
311
$848K 0.04%
36,732
+10,725
312
$847K 0.04%
16,483
+317
313
$846K 0.04%
79,532
-140
314
$845K 0.04%
14,212
+4,769
315
$845K 0.04%
5,355
+2,906
316
$844K 0.04%
5,404
-815
317
$841K 0.04%
66,970
-24,224
318
$838K 0.04%
5,724
-115
319
$837K 0.04%
19,054
-4,872
320
$836K 0.04%
+39,486
321
$832K 0.04%
8,303
+10
322
$824K 0.04%
30,141
+1,538
323
$824K 0.04%
5,930
-1,779
324
$821K 0.04%
135,908
+110,195
325
$816K 0.04%
3,263
-4,738
11 12
13
14 15