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
326
$814K 0.04%
17,888
+2,395
327
$813K 0.04%
7,287
+1,710
328
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4,117
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329
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330
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26,036
-5,792
331
$802K 0.04%
13,306
-5,227
332
$801K 0.04%
40,720
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333
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3,766
-2,050
334
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22,002
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335
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336
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21,887
-15,602
337
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22,920
-4,369
338
$783K 0.04%
3,600
-181
339
$778K 0.04%
7,947
+3,480
340
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341
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342
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28,538
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343
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9,986
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344
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3,802
-403
345
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11,795
-6,195
346
$731K 0.03%
1,653
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347
$729K 0.03%
+4,440
348
$728K 0.03%
10,739
+4,297
349
$722K 0.03%
26,800
+15,754
350
$722K 0.03%
+7,477
12 13
14
15 16