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
426
$762K 0.03%
10,306
-2,193
427
$760K 0.03%
2,769
+28
428
$758K 0.03%
2,777
429
$755K 0.03%
27,947
+17,532
430
$755K 0.03%
17,500
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431
$753K 0.03%
4,832
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432
$751K 0.03%
3,859
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433
$749K 0.03%
22,967
-797
434
$742K 0.03%
9,665
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435
$736K 0.03%
3,819
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436
$735K 0.03%
6,261
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437
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8,458
-2,089
438
$730K 0.03%
9,521
-3,148
439
$729K 0.03%
6,143
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440
$726K 0.03%
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441
$724K 0.03%
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442
$723K 0.02%
25,265
+7,378
443
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2,183
-95
444
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29,527
+17,545
445
$716K 0.02%
29,984
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446
$715K 0.02%
22,739
+1,386
447
$708K 0.02%
8,795
+4,590
448
$708K 0.02%
146,277
+6,080
449
$708K 0.02%
14,987
-513
450
$706K 0.02%
1,602
-5
16 17
18
19 20