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
451
$702K 0.02%
1,785
+36
452
$702K 0.02%
4,726
-28
453
$696K 0.02%
5,063
-92
454
$696K 0.02%
5,307
+143
455
$694K 0.02%
36,006
+5,769
456
$687K 0.02%
5,238
+225
457
$677K 0.02%
10,504
+1,370
458
$670K 0.02%
98,495
-68,026
459
$666K 0.02%
11,231
+3,591
460
$665K 0.02%
5,073
-1,197
461
$664K 0.02%
1,388
-198
462
$661K 0.02%
18,765
+514
463
$657K 0.02%
9,156
-75
464
$650K 0.02%
2,028
+991
465
$650K 0.02%
6,392
+1,630
466
$647K 0.02%
13,052
-1,513
467
$644K 0.02%
394
-34
468
$644K 0.02%
18,701
-2,442
469
$639K 0.02%
4,610
+262
470
$638K 0.02%
+12,326
471
$637K 0.02%
29,787
+3,674
472
$633K 0.02%
3,575
-10
473
$633K 0.02%
14,414
-2,787
474
$629K 0.02%
31,521
+19,458
475
$629K 0.02%
10,606
17 18
19
20 21