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
376
$937K 0.03%
17,245
+243
377
$936K 0.03%
5,674
-291
378
$933K 0.03%
+16,357
379
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17,143
+1,478
380
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8,900
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381
$928K 0.03%
4,690
-146
382
$925K 0.03%
52,188
-19,125
383
$918K 0.03%
16,005
-708
384
$917K 0.03%
166,343
+28,222
385
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112,018
-1,245
386
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+20,847
387
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4,503
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388
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3,480
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389
$887K 0.03%
10,176
+1,206
390
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14,552
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393
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394
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395
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26,028
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396
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+3,192
397
$851K 0.03%
80,879
+49,190
398
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19,045
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399
$848K 0.03%
30,372
+15,858
400
$845K 0.03%
18,898
-1,368
14 15
16
17 18