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
426
$523K 0.02%
13,075
-1,958
427
$522K 0.02%
+4,917
428
$515K 0.02%
21,749
-1,117
429
$510K 0.02%
+23,817
430
$505K 0.02%
71,360
-40,662
431
$504K 0.02%
3,067
-1,453
432
$502K 0.02%
1,153
-8
433
$502K 0.02%
54,412
+26,456
434
$501K 0.02%
1,662
-581
435
$500K 0.02%
3,769
436
$498K 0.02%
2,710
+1,062
437
$488K 0.02%
116,953
-4,567
438
$486K 0.02%
13,552
-2,165
439
$483K 0.02%
+10,812
440
$480K 0.02%
6,611
+2,383
441
$480K 0.02%
15,170
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442
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+4,386
443
$476K 0.02%
+2,555
444
$474K 0.02%
5,740
-3,951
445
$470K 0.02%
4,968
+149
446
$467K 0.02%
44,284
-10,199
447
$460K 0.02%
26,731
+8,039
448
$459K 0.02%
60,652
+3,526
449
$459K 0.02%
27,017
+1,369
450
$455K 0.02%
3,975
+322
16 17
18
19 20