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
326
$1.13M 0.04%
5,674
327
$1.13M 0.04%
40,735
+7,870
328
$1.13M 0.04%
99,903
+52,300
329
$1.12M 0.04%
155,475
+87,701
330
$1.12M 0.04%
8,660
331
$1.11M 0.04%
10,500
+1,616
332
$1.11M 0.04%
15,329
-313
333
$1.11M 0.04%
1,743
+517
334
$1.11M 0.04%
6,016
+423
335
$1.1M 0.04%
19,126
-6,458
336
$1.09M 0.04%
23,059
-538
337
$1.08M 0.04%
2,864
-148
338
$1.08M 0.04%
8,372
-48
339
$1.08M 0.04%
61,458
+3,851
340
$1.08M 0.04%
3,705
+2,622
341
$1.07M 0.04%
40,696
+3,035
342
$1.07M 0.04%
4,967
-1,132
343
$1.06M 0.04%
8,579
-1,481
344
$1.06M 0.04%
4,080
-1
345
$1.06M 0.04%
2,246
-273
346
$1.05M 0.04%
27,157
+17,872
347
$1.05M 0.04%
16,391
+12,332
348
$1.05M 0.04%
37,116
+18,480
349
$1.04M 0.04%
3,889
+537
350
$1.04M 0.04%
+13,070
12 13
14
15 16