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
401
$839K 0.03%
26,019
-4,334
402
$832K 0.03%
1,587
-123
403
$832K 0.03%
6,841
-1
404
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2,008
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405
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35,370
-2,486
406
$819K 0.03%
6,886
+50
407
$811K 0.03%
133,841
+19,616
408
$810K 0.03%
63,412
-6,349
409
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90,540
-18,075
410
$808K 0.03%
17,176
-648
411
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29,191
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412
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30,178
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413
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-242
414
$797K 0.03%
19,249
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415
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416
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417
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15,280
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418
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59,865
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419
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420
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11,155
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421
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7,460
-177
422
$771K 0.03%
9,971
-3,140
423
$770K 0.03%
54,935
+11,036
424
$768K 0.03%
5,891
-571
425
$763K 0.03%
+13,324
15 16
17
18 19