RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
714
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 0-1 Year Treasury Bond ETF
SHV
+$5.24M

Top Sells

1
+$5.44M
2
+$2.78M
3
+$2.41M
4
ABB
ABB Ltd
ABB
+$2.4M
5
LMT icon
Lockheed Martin
LMT
+$2.17M

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
401
$575K 0.03%
4,358
-2,549
402
$574K 0.03%
1,631
+93
403
$573K 0.03%
4,244
-2,616
404
$568K 0.03%
6,113
-3,885
405
$567K 0.03%
+9,637
406
$564K 0.03%
6,963
-874
407
$561K 0.03%
9,929
-1,083
408
$560K 0.03%
8,062
-6,909
409
$559K 0.03%
65,031
+11,977
410
$556K 0.03%
3,798
-243
411
$555K 0.03%
10,805
-1,505
412
$555K 0.03%
10,605
+1,620
413
$554K 0.02%
25,868
+2,546
414
$546K 0.02%
15,674
-636
415
$539K 0.02%
1,624
-68
416
$539K 0.02%
10,193
-6,778
417
$538K 0.02%
19,036
-5,387
418
$538K 0.02%
2,379
+133
419
$537K 0.02%
4,710
-19
420
$536K 0.02%
1,722
+427
421
$532K 0.02%
3,841
+190
422
$531K 0.02%
+2,361
423
$528K 0.02%
6,541
+689
424
$527K 0.02%
15,045
+713
425
$526K 0.02%
17,166
-1,109
15 16
17
18 19