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
451
$451K 0.02%
1,545
-3,850
452
$449K 0.02%
+13,985
453
$447K 0.02%
7,975
+3,422
454
$446K 0.02%
3,490
-1,552
455
$443K 0.02%
+42,088
456
$442K 0.02%
7,366
-1,175
457
$442K 0.02%
16,459
+5,053
458
$442K 0.02%
34,985
+5,060
459
$439K 0.02%
+6,585
460
$437K 0.02%
871
+29
461
$435K 0.02%
1,649
+119
462
$430K 0.02%
1,617
-87
463
$430K 0.02%
1,835
+117
464
$426K 0.02%
2,979
+12
465
$425K 0.02%
+26,924
466
$424K 0.02%
7,475
+2,388
467
$422K 0.02%
17,960
468
$421K 0.02%
+4,189
469
$419K 0.02%
21,460
+4,313
470
$415K 0.02%
2,453
-4,621
471
$413K 0.02%
+3,685
472
$412K 0.02%
3,779
-471
473
$407K 0.02%
13,480
-285
474
$404K 0.02%
2,051
-2
475
$403K 0.02%
183,393
+86,735
17 18
19
20 21