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
376
$639K 0.03%
2,832
+56
377
$638K 0.03%
42,197
+3,223
378
$630K 0.03%
5,016
-2,265
379
$630K 0.03%
22,730
380
$629K 0.03%
80,710
-8,958
381
$628K 0.03%
479
+266
382
$627K 0.03%
10,910
-102
383
$626K 0.03%
13,694
-14,021
384
$622K 0.03%
+12,279
385
$617K 0.03%
9,557
+2,603
386
$611K 0.03%
4,988
+1
387
$609K 0.03%
21,155
+3,752
388
$607K 0.03%
+6,809
389
$599K 0.03%
17,615
+6,857
390
$597K 0.03%
3,436
-43
391
$597K 0.03%
8,630
-29
392
$594K 0.03%
10,479
-1,284
393
$591K 0.03%
3,073
+840
394
$588K 0.03%
1,691
-4
395
$584K 0.03%
+7,180
396
$584K 0.03%
107,166
+31,308
397
$579K 0.03%
5,150
-1,763
398
$579K 0.03%
7,665
-1,861
399
$579K 0.03%
3,641
+172
400
$577K 0.03%
2,619
+179
14 15
16
17 18