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
26
$12.2M 0.55%
100,535
+20,346
27
$11.4M 0.51%
24,340
+661
28
$11M 0.49%
92,258
+6,389
29
$10.9M 0.49%
58,857
-9,522
30
$10.9M 0.49%
31,939
+1,545
31
$10.5M 0.47%
+457,279
32
$8.63M 0.39%
164,763
+8,301
33
$8.55M 0.38%
17,480
+332
34
$8.47M 0.38%
104,405
+10,742
35
$8.33M 0.37%
54,915
+439
36
$7.99M 0.36%
98,720
+1,480
37
$7.87M 0.35%
16,366
+7,048
38
$7.84M 0.35%
14,559
-295
39
$7.8M 0.35%
29,816
+495
40
$7.79M 0.35%
53,536
+7,504
41
$6.98M 0.31%
154,162
-19,850
42
$6.92M 0.31%
68,598
+7,782
43
$6.91M 0.31%
64,405
+5,222
44
$6.66M 0.3%
23,197
+13
45
$6.59M 0.3%
31,747
-6,000
46
$6.58M 0.3%
127,157
-27,110
47
$6.18M 0.28%
15,721
-1,428
48
$6.15M 0.28%
14,400
+2,205
49
$5.95M 0.27%
51,558
+951
50
$5.7M 0.26%
18,335
+6,450
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