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
301
$1.26M 0.04%
2,638
+40
302
$1.26M 0.04%
5,070
+10
303
$1.25M 0.04%
3,534
+375
304
$1.24M 0.04%
7,943
+4,451
305
$1.24M 0.04%
20,484
+214
306
$1.23M 0.04%
2,148
+249
307
$1.22M 0.04%
26,556
+5,064
308
$1.22M 0.04%
37,471
+1,737
309
$1.21M 0.04%
14,787
+3,793
310
$1.21M 0.04%
3,782
+238
311
$1.19M 0.04%
9,069
+1,169
312
$1.19M 0.04%
13,499
+7,656
313
$1.19M 0.04%
20,530
-276
314
$1.19M 0.04%
1,647
-73
315
$1.18M 0.04%
12,114
+3,684
316
$1.18M 0.04%
4,999
+254
317
$1.17M 0.04%
4,664
+1,446
318
$1.16M 0.04%
79,000
+10,115
319
$1.15M 0.04%
10,115
+283
320
$1.14M 0.04%
18,579
-243
321
$1.14M 0.04%
5,549
-1,749
322
$1.14M 0.04%
31,495
+17,796
323
$1.14M 0.04%
+2,046
324
$1.14M 0.04%
18,270
-27
325
$1.13M 0.04%
6,899
+1,639
11 12
13
14 15