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
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%
1,266
-81
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
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416
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10,193
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417
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19,036
-5,387
418
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2,379
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419
$537K 0.02%
4,710
-19
420
$536K 0.02%
1,722
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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