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
351
$1.04M 0.04%
34,747
-7,571
352
$1.03M 0.04%
5,662
-19
353
$1.03M 0.04%
13,059
-255
354
$1.03M 0.04%
3,793
+360
355
$1.02M 0.04%
6,885
+1,285
356
$1.01M 0.03%
34,680
+23,597
357
$1M 0.03%
23,456
-6
358
$1,000K 0.03%
12,536
-581
359
$996K 0.03%
3,980
+496
360
$994K 0.03%
16,030
-51
361
$993K 0.03%
6,225
+1,472
362
$983K 0.03%
9,009
-109
363
$980K 0.03%
4,707
-532
364
$979K 0.03%
17,977
+2,078
365
$979K 0.03%
25,753
-5,267
366
$978K 0.03%
30,357
+1,520
367
$978K 0.03%
56,950
-29,434
368
$963K 0.03%
15,858
-38
369
$957K 0.03%
26,442
-12,171
370
$955K 0.03%
5,034
+933
371
$954K 0.03%
6,570
+2,408
372
$954K 0.03%
53,193
+3,937
373
$953K 0.03%
15,311
+3,834
374
$948K 0.03%
10,495
-1,635
375
$943K 0.03%
2,256
+362
13 14
15
16 17